Spouse is not receiving eSign document

If you created an eSign document which requires a spouse's signature, be sure to enable the spouse's account within the primary taxpayer's account first before sending.

To enable the spouse, please navigate to the Clients > Client List section and select the primary taxpayer's account.

When in their account and viewing the activity log, scroll down until you see the Spouse section. From there, you will want to enable the Spouse Active toggle:

Now you can go back to eSign and send the document and once the primary taxpayer signs the document it will automatically be emailed to the spouse to sign next. If the spouse does not have their own email address, it will be sent to the primary's email address again, but reference the spouse.