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Alyse H.

  • Total activity 21
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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. ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 4 followers
    • 0 comments
    • 1 vote
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 3 followers
    • 0 comments
    • 1 vote
  • 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...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • 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 ...

  • 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...

    • Edited
    • 0 followers
    • 0 comments
    • 1 vote
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes