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I'm sending a document that contains the client's social security number and date of birth.
I need the client to be able to see this information and then sign the document stating these items are correct.
Is there a way that I can do this securely and not have the information seen by anyone except for me and the client?
Did you get this resolved? I am having the same issue. How do i send a secured tax return to a client for signature? I have seen two part authenticifaction but it doesn't appear Adobe DC allows this.