When choosing either PIN Code or KBA as your authentication method, you will be required to enter the last 4 digits of your primary taxpayer’s SSN/EIN [PIN Code]. Should you need to send this PIN Code to your client after the document has been sent, follow the steps below.
To send a Client’s PIN Code via mail
- Open SignatureFlow and click on “Signature Report”
- Hover your cursor over the document in question, right-click and select “Resend Pin Code”
- Choose email address requesting Pin Code
- That email address will immediately be sent a message containing their PIN Code