Alyse H.
Activity overview
Latest activity by Alyse H.-
Alyse H. created an article, In-Office E-Sign
The In-Office E-sign feature allows the client to e-sign in person. They can e-sign in your office using a PC or tablet. Permissions System Adminis have access to In-Office E-sign by default. ...
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Alyse H. created an article, SMS Text Notifications
Taxpayers can choose to receive notifications via text once they have provided consent. This article provides instructions on how to turn this setting on and how this applies to the client experien...
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Alyse H. created an article, Lacerte® Integration
This article provides instructions on how Lacerte® users can print a return directly to Returns. The following return types are currently supported: 1040 1041 1120 1120S 1065 Important: If ...
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Alyse H. created an article, Grouped Returns: Change or Ungroup
If a return has been added to a group, you can change/update the group or remove it from the group completely. Important If the return has already been delivered, the user must first recall the r...
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Alyse H. created an article, Account Management: Client Management
The Client Management section is used to manage and view client information across the Returns, Extensions, Signatures, Organizers, and Exchange modules. Click the Navigation Widget in the top ri...
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Alyse H. created an article, Role Based Access Control (RBAC)- FAQ
What is RBAC? A Role-Based Access Control system (RBAC) is a way of managing access to the system based on the roles of the different users within an organization. Who should use RBAC? This feature...
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Alyse H. created an article, User Group Definitions
Standard user groups are included in the SafeSend by default. You can create custom user groups with specific permissions in the User Management section. Staff Can upload, process, and deliver ret...
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Alyse H. commented, Hello! Thank you for reaching out and we apologize for the delay. We understand that the bulk of concern that has come from these notifications is whether they can be turned off at a firm level vs ...
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Alyse H. created an article, GoSystem Tax RS® Integration
This article provides instructions for how GoSystem® users can print a return directly to SafeSend Returns. Users can also upload returns manually as outlined in the Processing a Return article. ...
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Alyse H. created an article, Grouped Returns Reporting
This article outlines how to manage delivered returns that are a part of a group. Locating a Group of Returns Returns in a group can be located by using the Group Name column. Navigate to Del...