Client has Multiple Businesses and Having Difficulties Separating Access Links

Please follow below steps and screenshots. 

1- Open SafeSend Returns

2- Go to "Settings" 

3- Client Instructions

4- To the right of "Initial Email" 

5- Click "Edit Instructions"

6- In the subject line add the following tag <TAXPAYERNAME> 

7- Click "Update"

This will now show the Taxpayer name for individual returns and company name for entity returns in the subject line of the email they receive. 

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