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Len the Tax Guy
Level 2

Intuit esignature cancellation

How do you delete or "void" an incomplete Intuit esignature request?  It is not apparant on the esignature dashboard.

5 Comments 5
Mario B
ProFile Team

Intuit esignature cancellation

There is no way at the moment, but designers are looking into this.

bluefeb
Level 2

Intuit esignature cancellation

There are more and more clients requesting cancellation of esignature, since they would prefer to use manual signature on T183 form. Once we receive their signed paper form, we will e-file their tax return after.  However, after the filing, clients continued to receive reminding emails on a very frequent basis which was set up as default.  However, we cannot cancel this.  Is that possible for Profile to recognize when return is filed, no reminding emails will be sent out even if client does not complete the esignature request?

Mario B
ProFile Team

Intuit esignature cancellation

Eventually the reminders will expire by themselve. For now, what I recommend is to change the way you set the reminders before sending the request to a client

Mario B
ProFile Team

Intuit esignature cancellation

For you request for Profile to recognizing that  when return is filed, no reminding emails will be sent out even if client does not complete the esignature request, this is a valid suggestion, could you please send feedback throught the Help menu then Send Feedback button in Profile please.  Thank you so much!!

Mario B
ProFile Team

Intuit esignature cancellation

Hi again, after checking with the developpers, they are planning to add this capability soon. It was part of the original requirements for the project but not delivered yet, it will come in the next sprint potentially. Thank again for your comment.