Annie M.
Activity overview
Latest activity by Annie M.-
Annie M. created an article, GoSystem Tax RS® E-File Integration
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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Annie M. created an article, SPbinder Integration
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
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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Annie M. created an article, GoFileRoom Integration Troubleshooting
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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Annie M. created an article, GoFileRoom Integration
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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Annie M. created an article, Aiwyn Integration for Client Invoicing
The Aiwyn integration allows firms to redirect clients to their specific Aiwyn payment page. This article outlines how to enable the feature and settings options, as well as a preview of the Client...
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Annie M. created an article, Device Compatibility
The various SafeSend One client experiences have different functionality depending on the device being used. This article outlines the basic system requirements and the functions available on vario...
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Annie M. created an article, Access Link Missing From Email Notification
Some taxpayers have reported that the access link buttons in their email notifications are not visible. Some email domains do not support the inline style of our access link buttons; they are not ...
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Annie M. created an article, CPACharge Integration for Client Invoicing
The CPACharge integration allows firms to require clients to pay their invoice prior to continuing to the tax return. This article outlines how to enable the feature and settings options, as well a...
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Annie M. created an article, Transmittal Recognition Overview
Transmittal recognition generates vouchers from items listed in the transmittal letters when no other voucher was included in the return. This article outlines the firm and client experience with t...