Annie M.
Activity overview
Latest activity by Annie M.-
Annie M. created an article, Client Portal Overview
The Client Portal is designed to create a centralized location for client tasks and document sharing. This increases organization and efficiency for both the firm and the client. The Client Portal ...
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Annie M. created an article, Client Portal Experience
This article outlines the full taxpayer experience in the Client Portal dashboard. The taxpayer can view and access outstanding tasks, upload and download documents, pay vouchers, distribute K-1s, ...
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Annie M. created an article, [Video] Client Portal Experience
The video below shows you a typical Client Portal experience from the perspective of the taxpayer. 49 STEPS 1. Welcome to the Client Portal Experience as seen on a desktop. 2. You will receive a...
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Annie M. created an article, [Video] Delivered Returns Report Guide
This video outlines the options available for Delivered returns. 60 STEPS 1. Welcome to the Delivered Returns Report guide! 2. Once a return is delivered to a client, it moves to the Delivered ...
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Annie M. created an article, Client Management: Bulk Import or Edit Clients
Client Management can be used to manage and view client information across the Returns and Organizers modules. This article outlines the Import Users function which allows you to add data for multi...
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Annie M. created an article, User Management: Bulk Import or Edit Users
The User Management section allows System Admins to add and remove users, as well as give them unique permissions to access the system. For a full overview of our User Management feature, see our A...
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Annie M. created an article, Public IP Address List
Some firms with high security protocols/firewalls may need to whitelist the SafeSend IP addresses to allow users to access SafeSend. Our IP addresses are as follows: 52.182.227.213 52.158.215.147...
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Annie M. created an article, CCH Axcess™ Integration
This article provides instructions on how CCH Axcess™ users can print a return directly to Returns. The integration works with the 2022 tax year or later. All Current Supported Returns can be tran...
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Annie M. created an article, Invoices Overview
Firms can include invoices with Returns. This allows the client to download their invoice and optionally be directed to a payment site. This option can be enabled or disabled firm-wide. Settings...
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Annie M. created an article, Multiple Office Locations
Office Locations can be updated in the My Company , User Management, and Client Management sections. Please note: The Primary Admin has access to all locations. Other Admins are subject to the...