Alyse H.
Articles
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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...
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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...
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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...
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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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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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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...
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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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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...
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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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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...