Annie M.
Activity overview
Latest activity by Annie M.-
Annie M. created an article, Draft Returns Overview
Draft returns allow the client to review their return before a final return is delivered. This article outlines the firm and client experience with draft returns. Please note: Grouped returns ca...
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Annie M. created an article, Draft Returns Client Experience
This article outlines the full taxpayer experience for draft returns. The taxpayer can access the return, review the return including vouchers/invoices and K-1s, and download documents during the R...
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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 returns for the current tax year or the previous tax year. Older retu...