The firm has the option to enable the TaxCaddy™ integration to deliver signed returns to the client's TaxCaddy™ account or prompt the client to sign in TaxCaddy™ instead of SafeSend Returns.
Important
The TaxCaddy™ integration is only available for 1040 returns.
Inside TaxCaddy™
- Login to SurePrep®.
- Navigate to TaxCaddy.
- Click on the Administrative tab.
- Click External Connections.
- Click Generate if no key is listed.
- Click Copy.
Inside of SafeSend Returns
- Select Settings on the left-hand navigation panel.
- Select General from the Settings list.
- Switch the TaxCaddy™ toggle to On.
- Paste the copied API Key into the Firm Keys field.
- Select Request E-Signatures in TaxCaddy™ instead of SafeSend Returns to use TaxCaddy™ to request and receive E-Signatures.
- Select Bypass manual verification if there is an exact match of the taxpayer SSN to automatically approve Taxpayer verification if there is a match from SafeSend Returns in TaxCaddy™.
- Click Save.
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