Device Compatibility

The various SafeSend One client experiences have different functionality depending on the device being used. This article outlines the basic system requirements and the functions available on various devices. 

SafeSend One Browser Requirements

Regardless of the device being used, SafeSend should be accessed from a modern browser like Chrome, Firefox, Safari, or Edge. It can be helpful to clear the cache and make sure the browser is up to date to ensure a smooth client experience. 

SafeSend One Device Checklist

Select a product below to review device compatibility and functionality. 

Tablets should be used in landscape mode for the best experience. Clients may need to adjust zoom levels depending on the size and orientation of the tablet. 

Mobile devices should be iPhone iOS 15.0 & above or Android 11 with One UI 2.

Returns

See the following article for a full outline of mobile device functionality for Returns. If the Stripe or CPACharge integration is used and the taxpayer is forced to pay before signing, they will be directed to use a laptop or desktop. 

Client Experience: Returns on Mobile

iPhone/Android

Can: Review the tax return, transmittals, invoice; answer KBA questions (if failed routed to desktop version); e-sign & download after e-signing; delegate e-signing. 
Cannot: Forward or print tax return; download in review phase; distribute Form(s) K-1; Paper File and Pay options not available; manual signing. 

iPad/Tablet

Full functionality - best used in landscape mode. 

Laptop/Desktop

Full functionality. 

Extensions

See the following table for an outline of mobile device functionality for Extensions. 

iPhone/Android

Not currently compatible with moblie phones. 

iPad/Tablet

Full functionality - best used in landscape mode. 

Laptop/Desktop

Full functionality. 

Signatures

See the following table for an outline of mobile device functionality for Signatures. 

iPhone/Android

Full functionality. 

iPad/Tablet

Full functionality - best used in landscape mode. 

Laptop/Desktop

Full functionality. 

Organizers

See the following article for a full outline of mobile device functionality for Organizers. Organizers cannot be filled using a mobile phone. If there are no e-sign documents or source document upload options, the client will be directed to use a laptop or desktop. 

Client Experience: Organizers on Mobile

iPhone/Android

Can: e-sign, upload source documents and view & download e-signed files. 
Cannot: fill out tax organizer. 

iPad/Tablet

Full functionality - best used in landscape mode. 

Laptop/Desktop

Full functionality. 

Gather

See the following article for a full outline of mobile device functionality for Gather. Organizers cannot be filled using a mobile phone. If there are no e-sign documents or source document upload options, the client will be directed to use a laptop or desktop. 

Client Experience: Gather on Mobile

iPhone/Android

Can: e-sign, upload source documents and view & download e-signed files. 
Cannot: fill out tax organizer. 

iPad/Tablet

Full functionality - best used in landscape mode. 

Laptop/Desktop

Full functionality. 

Exchange

See the following table for an outline of mobile device functionality for Exchange. 

iPhone/Android

Full functionality - uploads/downloads may be limited by device or network. 

iPad/Tablet

Full functionality - best used in landscape mode. 

Laptop/Desktop

Full functionality. 

Client Portal

See the following table for an outline of mobile device functionality for the Client Portal

iPhone/Android

Not currently compatible with moblie phones. 

iPad/Tablet

Full functionality - best used in landscape mode. 

Laptop/Desktop

Full functionality. 

In Office E-Sign

See the following table for an outline of mobile device functionality for the In Office E-Sign Feature. In Office E-Sign is only available for Returns. In Office E-Sign is not compatible with Signatures, Organizers, or Gather. 

iPhone/Android

Not currently compatible with moblie phones. 

iPad/Tablet

Full functionality - best used in landscape mode. 

Laptop/Desktop

Full functionality. 

Related Articles

Client Experience: Returns on Mobile

Client Experience: Organizers on Mobile

Client Experience: Gather on Mobile

Client Portal Overview

In-Office E-Sign

 

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