Annie-M
Articles
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User Tracking Event Glossary
Access the User Tracking for a return from the Action menu. Client Tracking This option allows you to see actions taken by the taxpayer. Click the Action (...) menu. Click User Tracking. Click t...
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Generate an Access Code for Taxpayers
If Taxpayers do not receive an access code, Firm Users have the option to generate a new access code in order to send or provide them via email or phone. This allows the firm to provide direct hel...
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Managing Retention Policy
When a return is delivered through our program, we are able to hold onto or retain the returns for an extended period of time. A System Admin can manage their firm’s Retention Policy for all tax r...
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Role Based Access Controls (RBAC) Permissions Chart
The charts below outline the permissions associated with each pre-defined role. An Excel file containing this information is also available at the bottom of this article. See the Account Management...
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Account Management
Once your SafeSend Suite account has been created, you can go through the Account Management menu items to continue with your setup. These items and settings are configured and used for either cli...
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Sending Reminders for Unsigned Returns
If a taxpayer hasn't completed the signing process, you can send them an email reminder with a link to the return. You can also use this feature to resend a link to a taxpayer who hasn't completed ...
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Delivered Return: Bulk Action Icons
The purpose of all of the Bulk Action Icons in the Delivered Returns report, as well as when and how to use them are outlined below. This reporting section displays all returns that have been deliv...
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Adjusting Reminder Settings on Returns
Payment reminders help taxpayers remember to make voucher payments. Reminders to sign help taxpayers remember to review and sign their returns. They can be set per return during processing or chang...
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Automated Reminders FAQ
Automated reminders can be delivered to clients to remind them to sign their returns and to remind them to pay their vouchers. Settings See our Settings Overview article for more information about...
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Multiple Office Locations
Users can view Suite dashboards based on their Office Location. These permissions can be updated in the My Company section or the User Management section. Clients can also have a designated office...