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Annie M.

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Latest activity by Annie M.
  • Annie M. created an article,

    [Video] SafeSend Login Migration

    1. FAQ
    2. User Questions

    The following video outlines how to migrate your SafeSend account to the new Thomson Reuters Account login.Related ArticlesSafeSend Login MigrationSingle Sign On (SSO) Migration Guide

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  • Annie M. created an article,

    SafeSend Login Migration

    1. FAQ
    2. User Questions

    SafeSend logins are moving to Thomson Reuters Accounts! This change is set to take place on April 25th, 2026. This will create one unified account for all your Thomson Reuters products. Benefits of...

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    • 1 follower
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    • -1 votes
  • Annie M. created an article,

    Supported Extension Types

    1. FAQ
    2. User Questions

    This article contains an up-to-date list of extension return types (and their generating tax software) that you can upload into the Tax Returns dashboard.  Important A federal extension form must b...

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  • Annie M. created an article,

    Client Portal Management: Bulk Import Clients

    1. Usage Guides
    2. Quick Reference Guides

    Client Portal Management is used to manage and view information related to your taxpayers' Client Portal access status. This article outlines the import function, which allows you to add data for m...

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  • Annie M. created an article,

    Client Portal Management

    1. Usage Guides
    2. Quick Reference Guides

    The Client Portal section is used to manage and view information related to your taxpayers' Client Portal access status.  Please note: Access to the Client Portal section is available to all users....

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    • 2 followers
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    • -1 votes
  • Annie M. created an article,

    Automatic E-File Integration

    1. Getting Started
    2. Integrations

    This integration allows users to e-file tax returns directly from SafeSend Returns. This streamlines the e-file process. Returns no longer need to be exported from SafeSend and manually imported in...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    SPbinder Integration

    1. Getting Started
    2. Integrations

    This integration allows users to securely upload Gather AI documents directly to SPbinder. SPbinder is a digital binder designed specifically for tax preparation workflows. Think of it as a smart d...

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  • Annie M. created an article,

    Client Experience: Client Portal on Mobile

    1. Usage Guides
    2. Client Guides

    Taxpayers can access their Client Portal account from a mobile device. When a task is launched, like a tax return, the same mobile limitations apply. See our related mobile experience articles at t...

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    • 1 follower
    • 0 comments
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  • Annie M. created an article,

    GoFileRoom Integration Troubleshooting

    1. Troubleshooting
    2. User Side

    If a document fails to upload to GoFileRoom, the user initiating the file transfer will receive an email notifying them. This generally indicates an issue with the mapping in your Product Settings,...

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    • 1 follower
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  • Annie M. created an article,

    GoFileRoom Integration

    1. Getting Started
    2. Integrations

    The GoFileRoom integration allows users to map SafeSend Returns e-signed documents to specific drawers and indexes. The files can then be sent directly to GoFileRoom from the Delivered Returns repo...

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    • 2 followers
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