Description: This article will help you solve the issue when you are not able to send tax returns for signature.
Resources: Support Portal - https://support.servicebureauaccelerator.com/portal/en/signin
Process:
If you are not able to send tax returns for signature, it is probably because you are missing a step or two. Please keep in mind that before sending the documents:
The portal invitation must be sent.
The client portal login must be established.
Please ensure that you have completed both of these steps before sending the documents.
If you are still having issues after completing those steps, please open a support ticket:
Open the Support Portal link - and login https://support.servicebureauaccelerator.com/portal/en/signin
Click on ‘Create/Add a ticket’ on the right side of the screen.
Fill in the following as shown below:
Subject: Type, “Can't Send Tax Returns For Signature”, and add the EFIN related.
Category: Tax Software :: Other
Description: Please confirm that you have already tried these steps, the EFIN, and if possible, add a screenshot of the issue.
Enter your phone number.
Click on ‘Submit’.
The support team will work on your ticket, and they will let you know once the issue has been resolved.
