I know in DocuSign, there are options to have signature requests automatically follow up with the client (e.g. if a client hasn’t signed, send an automated reminder email every three business days).
I can’t find this type of feature in Tax Folder. It would be handy so that I don’t have to manually follow up with clients to sign their T183 or whatever else I’m waiting on.
I would second that.
I third that. This was one of the features we asked about before signing up and was hoping it would get added. Our admin really misses this and is one of the reasons we’ve hung on to RightSignature.
Thank you for the feedback. This feature request is on our roadmap but may not get added for this tax season.
I would agree that it would be most useful.
Its a pain to have to redo them when expired
You don’t have to redo anything, just hit the “resend request” button in TaxFolder and it will re-send the expired request and renew it until it expires again