Onboarding Website & Details

Client Onboarding Webpage: 

SafeSend Returns Onboarding and Webinar/Training

Consulting Call

• In this step, we will review the SafeSend Returns Policy Guide.
• Determine your initial rollout process plan.
• Determine Firm-wide user settings and default messages.
• Confirm your print settings meet SSR’s requirements.

Account Setup

• This call is for users (system admins) who will use and manage the program on a consistent basis.
• Perform initial account settings.
• Defaults and options will be discussed.
• Perform a test of the system.
• Provide test returns.

User Training

• All potential users of SafeSend Returns should attend this call.
• This call will begin with a demonstration of the taxpayer experience.
• We will walk through at least 2 returns so that every user has a full understanding of how the program works and what options are available based on your firm’s default settings.
• This training will be recorded, and your team will have access to online support material after this call.
• All staff should become familiar with the Best Practices Guide.

Momentum Call

• Within a month of the Staff Training, your assigned Customer Success Manager will follow up with the firm admin to see how things are going and to answer any questions.
• We will also reassess your approach and goals for the upcoming tax season. This will include best practices, messaging to clients, and common mistakes to avoid.