Replies posted by Mike Jam

1 Reply

max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Ask a Peer

Any plans to integrate Docusign into the portal?

I cannot confidently run my tax season through Karbon portal unless there is a way for simple tax return engagement letters to be signed through Karbon/DocuSign integration.Also, it doesn’t appear there is a robust-enough integration with Ignition (our proposal/engagement software) to build this into workflows and make it a part of the client-request process.I feel as thought this is a fundemental need that should be addressed.ProConnect currently allows me to use DocuSign integration for 8879 forms (eFile authorization). But I’d like there to be capabilities within Karbon.

10
Julie Acomb
Beginner
2 months ago

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