Met with my CPA today to do my taxes. He uses Intuit pro hosted in the cloud. He's frustrated by the lack of support for signature pads to capture taxpayer signatures in real-time. His clients tend to be older or first-generation, so using DocuSign is not a suitable option. Today, he prints out the client's return, has the client sign it, and then has to scan it. Waste of paper and worse, total waste of time. Intuit PMs supporting CPAs - DM me. CPA said he would be willing to talk about his experience. #productmanager #intuit #customerfeedback
Why would someone who bills hourly complain about something that makes them extra money? Your account is either cheap or probably not qualified to do their job, because here is intuit’s signature offering https://accountants.intuit.com/esignature/pricing/
eSignature uses DocuSign. Per customer, it is not suitable for the majority of his customer base. What he wants is the ability to use a signature pad and capture signatures in real-time - this is not supported for cloud customers. See link below. Not sure why you resorted to ad hominem attacks on the accountant, calling him cheap or unqualified. He’s been in business for 15 years and has nothing but 5-star reviews - Swift Tax Services in Fall Church, VA. He would be able to get that time back, be more efficient, have the option to go paperless, and take on additional clients. https://accountants.intuit.com/support/en-us/help-article/product-preferences/using-signature-pad-proseries/L8zEXleD7_US_en_US
Sounds pretty minor in the grand scheme of things
Have some empathy for the paying customer - who would gladly may slightly more for the convenience and added feature support. Let's assume a CPA prepares 800 tax returns per year - 400 federal + 400 state. Client needs to sign both. That's 800 client signatures. Let's say time to print, sign, and scan the returns takes 4 minutes - that brings us to 3,200 minutes or 53 hours per tax season. The internet tells me that CPA hourly rates range from $150 to $400 or more. Let's say hourly rate is $200 for this exercise. That's $10.6k wasted manually signing and scanning returns. I'll let you use your imagination for ink cartridge and paper costs.