Signer Delegation: Managing Member Experience

When the Managing Member reaches the signing section of the Client Experience, they can e-Sign or delegate the signing of the tax return. 

  • Click Delegate Signing to Someone Else.

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  • Complete fields in the Send for Signature dialog box as noted below.
    • Required
      1. First Name
      2. Last Name
      3. Email
      4. Confirm Email
      5. Message to Signer
    • Optional
      • Enter SMS/Text enabled mobile number (when multi-factor authentication is enabled)
  • Click Send.

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After the return is sent for Signer Delegation and the delegate completes e-signing, the Managing Member will receive an email notification stating e-signing has been completed and is ready for download.

 

Update Delegation

After a return is sent for Signer Delegation, the Managing Member can update or cancel the delegation.

  • The Managing Member will need to Click the Link that was emailed to them, and access SafeSend Returns.
  • On the Summary Page, Click Update Delegatee to correct or change the delegate.

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  • The Managing Member can update a delegate by changing the required information.
    • Required
      1. First Name
      2. Last Name
      3. Email
      4. Confirm Email
      5. Message to Signer
  • After corrections are made in the Send for Signature Box Click Send.

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Cancel Delegate

  1. Click Update Delegatee.
  2. Click Cancel Delegation.
  3. Enter the Reason for the cancellation (required field).
  4. Click Submit.

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