Annie M.
Activity overview
Latest activity by Annie M.-
Annie M. created an article, Supported Extension Types
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 or Edit Clients
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
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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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...