Client MFJ, wife out of country until late Oct.

[Max W]

I know the obvious answer is to have him sign 8879's and then email, fax, USPS to her.  She signs and sends it back.

Is there any other way?  Could he sign in her absence.?

[Lee B]

Even it you don't have a portal or one of the esigning apps, send it as a pdf that is encrypted or password protected. She prints, signs, scans and emails it back.

[Max W]

23 minutes ago, cbslee said:

Even it you don't have a portal or one of the esigning apps, send it as a pdf that is encrypted or password protected. She prints, signs, scans and emails it back.

I have Encyro and I didn't think it would take a long overseas phone number, but it will. I'm putting it on extension anyway, just incase it doesn't work.

[Catherine]

@Max W if you're an EA and member of NAEA,  you have free access to Verifyle.  Or, you can buy it for a month for like $15 (less than a one-way FedEx overnight fee).  You can get e-signatures using that system.  

[Max W]

1 hour ago, Catherine said:

@Max W if you're an EA and member of NAEA,  you have free access to Verifyle.  Or, you can buy it for a month for like $15 (less than a one-way FedEx overnight fee).  You can get e-signatures using that system.  

hanks for the suggestion, but I can't justify the membership expense of  NAEA and the  California CSEA as well.  The total of the two runs to $520/yr plus the local membership fee.

As I said in the previous post, I use Encyro which has not only a secure upload link not requiring a password, but also provides for KBA esignatures for $120/yr.

Once the client finishes signing and dating the form, Encyro automatically sends me an email advising me that the documents have been signed along with a link to access it.

 

[Margaret CPA in OH]

I pay $9 monthly for Verifyle and consider it a really good investment.  There are some quirky user issues with folks not so techy but most all still have managed quite well.  I will keep it throughout the year although it's possible to stop and start.  I want to have the capability year round.

[Lynn EA USTCP in Louisiana]

@Max, CSEA decoupled from NAEA a few years ago.  One could join either organization without being required to join the other. Many current members of NAEA are from California. 

[Max W]

On 5/24/2021 at 2:40 AM, Lynn EA USTCP in Louisiana said:

@Max, CSEA decoupled from NAEA a few years ago.  One could join either organization without being required to join the other. Many current members of NAEA are from California. 

Thanks, Lynn.  I will look into it again.