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Ideas to Improve PandaDoc: Security & Compliance

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Allow for KBA: Knowledge Based Authentication

Allow for KBA: Knowledge Based Authentication

24 votes

AdminSara Rodriguez (Admin, PandaDoc) shared this idea · Aug 4, 2020 · Admin →

Idea · Nov 9, 2020

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Thomas Kneeland commented · May 12, 2022 12:48 PM

Any input here from the development team?

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Thomas Kneeland commented · April 29, 2022 1:56 PM

KBA for tax return signatures. This would make your platform far superior to DocuSign, AdobeSign, and proposal packages such as Ignition. Please add this summer, so that I can drop these other providers:). Look forward to hearing anything you can share.

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[Deleted User] commented · February 22, 2022 6:38 AM

KBA through sms verification. It’s very convenient to have taxpayers sign their Form 8879s and confirm their identity through an automated text message, much like encyro.com

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Andrew Lee commented · September 30, 2021 5:37 PM

Important for specific IRS forms like Form 8878

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