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Conner Wesselman

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Activity overview

Latest activity by Conner Wesselman
  • Conner Wesselman created an article,

    SafeSend Returns Overview - Video

    SafeSend Returns Overview with Two-Factor Authentication from cPaperless on Vimeo.

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    • 1 follower
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  • Conner Wesselman created an article,

    GoSystem® Tax RS Integration

    Note: The integration currently only supports 1040 and 1120 returns. All other return types will need to be manually uploaded into SafeSend Returns®. Enabling the Integration Click on the Admin ...

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    • 1 follower
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  • Conner Wesselman created an article,

    WebRTC Screen-Share: CPA Experience

    The screen-share functionality from within SafeSend Returns® offers an option to work with clients remotely by viewing their screen. Setup: Note: The client must be viewing their tax return in ord...

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    • 2 followers
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  • Conner Wesselman created an article,

    SafeSend Returns® Access Options

    The System Admin has the option to adjust how returns are set for access during upload.  This option can be changed in Settings > Security under SS Returns Access Options. Default Access set to Ev...

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  • Conner Wesselman created an article,

    Signer Delegation: Frequently Asked Questions

    User Questions Is there any added cost for using Signer Delegation? No. There is no added cost when using signer delegation. The standard fee for KBA (Knowledge Base Authentication) will be a...

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  • Conner Wesselman created an article,

    Signer Delegation: Firm Settings

    Signer Delegation allows a return recipient to grant signing responsibility to a third party. Enabling Signer Delegation A System Admin will need to login into SafeSend Returns and navigate to th...

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    • 1 follower
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  • Conner Wesselman created an article,

    Signer Delegation: Signer Experience

    Once the Taxpayer has processed Signer Delegation, the delegate receives an email notification. The delegate will Click the embedded link to access the return. Start Page Click on the Click He...

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  • Conner Wesselman created an article,

    Signer Delegation: Managing Member Experience

    When the Taxpayer reaches the signing section of the Client Experience, the Taxpayer can e-Sign or delegate signing of the tax return.  Click Delegate Signing to Someone Else. Complete fields i...

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    • 1 follower
    • 0 comments
    • 1 vote
  • Conner Wesselman created an article,

    Grouped Returns: Reports, Recycle Bin, & Settings

    This article provides detail for reports, actions, and settings available in Grouped Returns. Reporting The Grouped Returns Report provides a view of delivered returns within a group name.  Locati...

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    • 1 follower
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  • Conner Wesselman created an article,

    Grouped Returns: Frequently Asked Questions

    User Questions Is there any additional cost for using Grouped Returns? There is no additional cost, firm rate will be applied for each return.  Can past returns be moved to a group? No. Once ...

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    • 1 follower
    • 0 comments
    • 0 votes