Suite Settings Overview

The Suite Settings menu allows firm administrators to update and save global default settings for SafeSend. 

Please note:

Only System Administrators have access to the Suite Settings section.

1. Click the Navigation Widget. 
2. Click Suite Settings. 

General

Product Downloads

Setting	Description
SS Signatures-Mail Merge	Click the Download icon to download the Mail Merge desktop app and Microsoft®Word plugin. See our Mail Merge Guide for information about this feature.
SS Exchange-Web Add-in	Click the Download icon to download the Exchange Outlook® plugin. See our Exchange help center for more information about this feature.
TicTie Calculate Plug-In	Click the Download icon to download the bit version that matches Adobe®, not your PC. See our TicTie Calculate help center for more information about this feature.

 

API Access

1. Toggle API Access to On to activate the Roles Based Access Control permission check for the SafeSend APIs.
   • When enabled, users can utilize the APIs without requiring the specific API Developer Role to be activated for that user. This feature is particularly beneficial for firms with straightforward user groups, enabling API support for seamless software integrations with SafeSend.

SMS Text Notifications

Give clients the option to receive reminders to sign via text message. 

1. Toggle SMS Text Notifications on or off. 
   • When enabled, clients receive a consent pop-up after authentication. See Client Experience for more information. 
   • If the client agrees, the consent is valid for 12 months. 

Client Portal Experience

Enable or disable the Client Portal experience for your clients, change your Client Portal firm contact, and edit your Client Portal URL. See our Client Portal Overview article for more information. 

1. Toggle Client Portal on or off. 
2. Click Edit Contact Person to choose who appears as a firm contact for clients using the Client Portal. 
3. Click Edit to change your Client Portal URL (web address for client login).
4. Enter a new Client Portal URL. 
5. Click Update.
6. Click Yes to confirm any changes made.

Client Management

Use the options below to manage how clients are added to Client Management.

1. Extract Client ID's from CCH
   • When enabled, SafeSend extracts the Client ID from the uploaded PDF file name and fills it. 
   • This feature is only compatible with the default file naming conventions for CCH Axcess™. 
   • This feature is not compatible with CCH® ProSystem fx®. 
   • Reconcile Record settings apply; if Ignore is chosen, no updates are made to Client Management Client IDs. 
2. Add- All new client records are added without manual approval. 
   • If the data conflicts with Client Management, the pop-up still appears. 
3. Ignore- No pop-up appears for new client records.
   • If the data conflicts with Client Management, the pop-up still appears. 
   • If no clients are added to Client Management, this option essentially turns off the feature. 
4. Confirm- Pop-up appears for all new client records and any existing records where the data conflicts with Client Management. 

Tax Software

Select the tax software to enable your users to upload returns printed from that program.

1. Click General in the left panel. 
2. Click the checkbox next to the tax software(s) used by the firm. 
3. Click Apply Changes to save any changes made. 

CCH™ Integration

The CCH Axcess™ integration allows users to print returns directly to SafeSend using a dashboard in Returns. 

See our CCH Axcess™ Integration article for more information about logging in and using the integration. 

1. Click Login to CCH. 
2. Follow the on-screen steps to complete the login. 

Security

IP Filtering Options

The firm can restrict users from accessing their accounts unless they are logging in from a trusted IP. For more information about this feature, see: 

IP Restriction

Multi-factor Authentication

The firm can enable/disable multi-factor authentication for internal users and taxpayers. For more information about these features, see: 

Enabling Multi-Factor Authentication (MFA) for Firm Users 

Enabling Multi-Factor Authentication (MFA) for Taxpayers 

Account Passwords 

This section determines the firms' password settings for users. Users are required to reset their passwords any time the policy is changed.

1. Click SSR Default to use the default password policy provided by SafeSend OR
2. Click Firm Defined Policy to edit the Character Types options. 
   • Check Upper Case to force users to include at least 1 Upper Case letter.
   • Check Lower Case to force users to include at least 1 Lower Case letter.
   • Check Numbers to force users to include at least 1 Number.
   • Check Special Characters to force users to include at least 1 Special Character.
   • Select a Minimum Number of Characters that the password can be from the drop-down.
   • Select a Maximum Password Age that the password can be from the drop-down.
     • After the password expires, the user is prompted to create a new one. 
3. Click Apply Changes to save any changes made. 

Single Sign On

The firm can enable/disable Single Sign On for internal users. For more information about this feature, see: 

Enabling Single Sign-On (SSO)

Vouchers & Invoices

Custom Authorities

Add a custom authority to apply to e-file forms and vouchers not automatically recognized by Returns. All state and federal e-file forms and vouchers should be automatically recognized. Not all city/county forms are recognized. 

1. Click Add.
2. Click the State drop-down to select the state for the authority. 
3. Type into the City field to enter a city name. 
4. Type into the Online Payment URL field to add a default online payment URL for the authority. 
5. Click the Prefix State Code with City Name checkbox to prefix the city name with the state abbreviation (optional). 
6. Click the Activated checkbox to make the authority available to processors. 
7. Click Add to save the new authority. 

View our Adding Custom Authorities article for more details on how to utilize the added custom authorities.