Onboarding Website & Details

Client Onboarding Webpage: 

SafeSend Returns Onboarding and Webinar/Training

  • Account Setup
    • This call will be for your Power Users, usually no more than 3 people at the firm who will know the most about the program.
    • We will go over your account settings.
    • All your firm-wide defaults and options will be discussed.
    • We will test at least one return and send it through your newly created account.
    • The Power Users will have access to sample returns and will be asked to send 10 or so each and compile questions for the next step.
  • 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 Practice Guide.
  • Momentum Call
    • Within a month of the Staff Training, one of our Reps 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.
  • Consulting Call
    • In this step, we will review the SSR Policy Guide with your firm and highlight the “must do’s” for a successful rollout.
    • Determine your initial rollout process plan.
    • Determine Firm-wide user settings and default messages.
    • Confirm your print settings meet SSR’s requirements.
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