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 still count as a document used (for example, a questionnaire sent that needs to be filled out, but does not need a signature).
KBA (Knowledge Base Authentication) is typically only used when sending an 8879 for signature. To use KBA on an eDoc you're sending, check the KBA box when creating the eDoc. Checking this box will use 1 KBA and 1 eDoc.
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: Click on the ellipses (three dots). Hover over Admin. Click Integrations. The Adobe Integration box will contain the eDoc (shown as "eSign") and ...
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 ...
What is KBA?
KBA stands for Knowledge Base Authentication and is an IRS-compliant way to verify the identity of a user signing an 8879 electronically. You must answer all the KBA questions correctly. Clients will be required to answer four questions. If they ...
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 ...
Liscio eDoc 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 ...