Account Management

Once your SafeSend 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 client-facing information, like logo and address, or for internal items like users and their permissions.

Please note:

Access to Account Management is only available to users who have been assigned predefined roles with User Management permissions enabled.

1. Click the Navigation Widget in the top right corner.
2. Select Account Management. 
   • A new tab opens. 

My Company

Company Name

1. Select My Company. 
2. Click the Edit button.
3. Enter the new company name. 
4. Click Update to save. 

Office Location

Users can view SafeSend dashboards based on their assigned Office Location. These permissions can be updated in the My Company section or the User Management section. Clients can also have a designated office location in Client Management. 

Please note:

• The Primary Admin has access to all locations by default.
• The Office Location appears on the taxpayer side if they go through the Manual Signing process. 

To edit an office location: 

1. Select My Company. 
2. Click the More menu in the top right corner of the location. 
3. Click Edit. 
4. Update any information as needed. 
5. Click Next. 
6. Check the Select All check box to move all users OR
7. Drag/drop users from the Available Users list to the Users in Location section. 
8. Click Update to save changes. 

To add an office location: 

1. Select My Company. 
2. Click Add New Office Location. 
3. Add the office details. 
4. Click Next. 
5. Check the Select All check box to move all users OR
6. Drag/drop users from the Available Users list to the Users in Location section. 
7. Click Add Location to save your changes.

Primary Admin

By default, this is the first System Admin created when the account was set up. To change the Primary Admin: 

1. Select My Company. 
2. Click the More menu in the top right corner of the Primary Admin box.  
3. Click Edit. 
4. Select a new Primary Admin from the Account Holder drop-down. 
5. Click Update.

Company Account Details

View your subscription tier and choose which features to enable/disable for your firm. 

Please note:

Returns are enabled by default and cannot be disabled. 

1. Select My Company. 
2. View your Subscription Tier.
3. Select or deselect the checkbox to enable or disable features. 
4. Click Apply Changes to save any changes made. 

Branding

Company Logo

1. Select Branding. 
2. Click Edit.
3. Click Upload to upload your own logo OR 
   • Use a PNG or JPEG file, max dimensions (pixels) 300W x 100H.
4. Check the box to use the SafeSend logo
5. Click Save.

Company White Logo

This logo appears in areas that have a colored background. 

1. Select Branding. 
2. Click Edit.
3. Click Upload to upload your own logo. 
   • Use a PNG or JPEG file, max dimensions (pixels) 300W x 100H.
4. Click Save.

Color Palette 

1. Select Branding. 
2. Click Edit to open the Edit Header Design window.
3. Click the Font Color or Background Color to customize their appearance.
4. Drag, click on the eyedropper, or enter the hex code of your preferred color. 
5. Preview how the colors appear to the taxpayer. 
6. Click Update to save.

User Management

To add users in bulk, see our User Management: Bulk Import or Edit Users article. 

Add User

1. Select User Management. 
2. Click Add User.
3. Enter the new user's information.
   • Each field with a * is required.
   • If Multi-Factor Authentication (MFA) is enabled a mobile number is required.
4. Select applicable User Group(s); move them from Available Groups to Current Groups. 
5. You can also use the Search bar to locate existing groups.
6. Click Add User to save.

Edit/Delete User Details 

To edit users in bulk, see our User Management: Bulk Import or Edit Users article. 

When a user is deleted, none of their associated documents are deleted. Their name still appears in reporting sections. Any documents in process are unassigned from the deleted user. 

1. Click Edit to update user details. 
2. Click Delete to remove the user. 
3. Click the ellipses (...) under Actions to see additional options. 
4. Click Reset Password to send a password reset email to the user. See more details below. 
5. Click ERO Signature to adjust the signature settings for Partners. See more details below. 
6. Click Revoke Office 365 to remove single sign-on permissions for the user. See our Single Sign-On article for more information. 
7. Click Audit Report to see a report of permission changes for that user. 

Add User Group

Info

Refer to User Group Definitions for more information on the default user groups. See our Account Management: User Management article for more information about User Groups and permissions. 

1. Navigate to User Groups in the User Management section.
2. Select Add User Group.
3. Add the Name of the group. 
4. Add Description.
   • This can be a general description of what roles this group has. 
5. Select the Roles to be applied to the group
6. Select Add Group. 

ERO Signature 

Please note:

ERO Signature Stamps must be enabled in your Returns Settings for this option to be available. The user must also have the Partner User Group permission. 

1. Select User Management. 
2. Locate the partner and click the ellipses(...) from the action menu. 
3. Select ERO Signature.
4. Click Upload Signature and select a file from your computer. 
   • Signature stamps must be 300 x 100 pixels or smaller.
   • Supported file types include JPG, BMP, or PNG. 
   • A white background is recommended.
5. Check the box next to Automatically place __ signature stamp on e-file forms to have Returns automatically place signature stamps in e-file forms for this ERO (optional). 
6.  Click Allow other users to apply __ signature if ERO Stamp Delegation is enabled. 
   • Click Select Users to choose the users who can apply this ERO's signature stamp (optional).
7. Click the Default ERO/Signer toggle to ON to change this user's default ERO/Signer when they upload returns. 
8. Click Save & Close. 

Reset Password

Refer to our Reset Password article for more information.

1. Select User Management. 
2. Click the ellipses (...) under the Actions column. 
3. Click Reset Password.
4. Click Ok.

User Permission

This section lists all users that have been added to SafeSend via a Microsoft® Azure tenant ID that has not yet been granted access to SafeSend.

Here you can see each user's contact information and choose whether or not to grant them access to the program.

1. Select User Permission. 
2. Click Grant Access to give the user access OR
3. Click Deny to prevent the user from being able to log in.

Client Management

This section can be used to manage and view client information across the Returns and Organizers modules. View the Account Management: Client Management article for more information.

1. Click the Navigation Widget in the top right corner.
2. Select Account Management. 
   • A new tab opens. 
3. Select Client Management.

Dashboard

1. Search Bar- Search for clients by Client ID, ERO, Name, SSN/EIN, or email address. 
2. Edit Office Location (Bulk Editing Option) - Edit the assigned Office Location for the selected client. 
3. Delete (Bulk Editing Option) - Delete the selected client from Client Management. 
4. Office Location Filter - Choose which office location clients to display. 
5. Download Template- Choose which template to download when using option G to import client information.
6. Customize Columns- Select/unselect the box next to each column name to add/remove it from the report.
7. Import CSV - Upload the completed template. See our Client Management: Import Clients article for more information. 
8. Export to Excel - Export the Client Information to Excel. 
9. Add Client - Add client information manually.
10. Select - Select one or more clients to use the Bulk Editing Options. 
11. Click Here - Select all client records to use the Bulk Editing Options. 
12. Edit - Edit Client information.
13. Delete - Delete client from Client Management.

Important

The delete option deletes the client completely from our database. No client information populates automatically for newly uploaded items. 

Payment History Report

The Payment History Report allows you to view your current return balance as well as your transaction history. 

1. Select Payment History.
2. Select a From Date and To Date and select Filter to show a report of payments made within that date range. 
3. Click the Export to Excel button to download the report.
4. View your current return balance. 
5. Click Purchase to purchase additional returns. 

Usage Report

The Usage Report allows you to view the firm's activity in SafeSend. Administrators can view how many items were delivered, adjustments, and total usage for Returns, Signatures, Mail Merge, Organizers, and Extensions. 

1. Select Usage Report.
2. Select a Product Type. 
3. Select a Return Type.
   • This option only appears when 'SafeSend Returns' or 'SafeSend Extensions' is selected. 
4. Select a Date Range. 
5. Click Run Report. 
6. Click the Print icon to print the report. 
7. Click the Export to Excel button to download the report.