Alyse H.
Articles
-
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...
-
Processing: Delivery
The Delivery section allows you to adjust default settings for the return being processed and review the return before delivery. Please click the tabs below to see detailed information about each D...
-
Account Management: Client Management
The Client Management section is used to manage and view client information across the Returns, Extensions, Signatures, Organizers, Gather and Exchange modules. Please note: Access to Account Mana...
-
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. In Office E-Sign is only available for Returns. In Office E-Sign is not comp...
-
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...
-
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...
-
User Group Definitions
Standard user groups are included in SafeSend by default. You can create custom user groups with specific permissions in the User Management section. Staff Can upload, process, and deliver retu...
-
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 Click t...
-
Single Sign-On (SSO)
Single sign-on makes logging into SafeSend 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 currently on...
-
Lacerte® Integration
This article provides instructions on how Lacerte® users can print a return directly to Returns. This integration is not available for tax year 2022 and earlier. The following return types are cu...