How to See Your eDoc and KBA Balances

How to See Your eDoc and KBA Balances

Note: Only Firm Admins are able to see a Firm's eDoc and KBA balances.

To see your eDoc and KBA balance:

  1. Click on the ellipses (three dots).
  2. Hover over Admin.
  3. Click Integrations.
  4. The Adobe Integration box will contain the eDoc (shown as "eSign") and KBA totals for Purchased, Used, and Balance.


    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • What Counts as an e-Signature or KBA?

        Liscio's e-signatures are per document, not per signature. For example, if two forms are combined and uploaded as a template and sent to two users, this will only count as one document. Please note that forms sent not including a signature block ...
      • Liscio eDoc/KBA Pricing & Breakdown

        Liscio has an Adobe Sign integration available. This integration is separate from the Get a Signature Task in Liscio. Below you'll find a quick description of the differences between the Get a Signature Task (used to capture signatures on Engagement ...
      • E-file Authorization using KBA

        Note: The IRS requires identity verification when using e-Signature.  If identity cannot be verified, the document must have a hand-written signature. Liscio has the option for eDocs to have verified e-Signatures using KBA (Knowledge Base ...
      • How to e-Sign an 8879 with KBA (Knowledge Base Authentication)

        Please note that some web browsers may not play well with Adobe. We recommend using Google Chrome or Firefox when electronically signing.  1. Log into Liscio. 2. Click on the Task on your Home page or in the Tasks page.  3. The task description will ...
      • How to e-Sign an 8879 with KBA (Knowledge Base Authentication)

        Please note that some web browsers may not play well with Adobe. We recommend using Google Chrome or Firefox when electronically signing.  1. Log into Liscio. 2. Click on the Task on your Home page or in the Tasks page.  3. The task description will ...