Alyse-H
Activity overview
Latest activity by Alyse-H-
Alyse H. created an article, SMS Text Notifications
Taxpayers can choose to receive signing reminders via text after providing consent. Info Reminders will be sent based on the Automated Reminder Settings and in conjunction with the email reminder...
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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 SafeSend Returns. The following return types are currently supported: 1040 1041 1120 1120S 1065 Import...
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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 remove the return from the group and add it to a different one or ungroup and send it on its own. Important If the return has already been delivered...
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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 SafesSend Suite by default. You can create custom user groups with specific permissions in the User Management section. Staff Can upload, process, and deli...
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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, Single Sign-On (SSO)
Single sign-on makes logging into SafeSend Suite fast, easy, and secure. Users can log in by clicking the Continue with Office 365 button on the log-in page. Please note: Single Sign-On is curren...
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Alyse H. created an article, Adding Custom Authorities
This setting will allow you to add custom tax authorities to the drop-down list of our default authorities when adding or editing vouchers, refunds, and e-file forms. Add Custom Authority Navigat...
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Alyse H. created an article, Processing a Return: Delivery Options
Please click the tabs below to see detailed information about each section of the Delivery Options Tab. Taxpayer Dashboard Tax Return Watermarks Custom Column:[Value] Email NotificationsSMS Text N...