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Annie-M

  • Total activity 199
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Activity overview

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

    Public IP Address List

    Some firms with high security protocols/firewalls may need to whitelist the SafeSend Suite IP addresses to allow users to access the SafeSend Suite. Our IP addresses are as follows:  52.182.227.21...

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

    CCH Axcess™ Integration

    This article provides instructions on how CCH Axcess™ users can print a return directly to SafeSend Returns.  The integration works with the 2022 tax year or later. All Current Supported Returns ca...

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

    Multiple Office Locations

    Users can view Suite dashboards based on their Office Location. These permissions can be updated in the My Company section or the User Management section. Clients can also have a designated office...

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

    Form or Field Not Recognized

    Occasionally, a form or field that should be recognized by SafeSend Returns is not recognized. This could be a voucher, e-file form, overpayment/applied amount, or transmittal. Form Not Recognized ...

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

    New User Training

    Welcome to our summarized user training for SafeSend Returns.  Visit our SafeSend Customer Training dashboard to sign up for live webinars.  Upload, Process, and Deliver Before a return is deliv...

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    • 3 followers
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    [Video] Processing

    The video below outlines the basics of processing returns. Please note: If you do not see all of the options available in this video, like the Paper File and Invoices tabs, this indicates they are...

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

    Client Management: Import 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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    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Role Based Access Controls (RBAC) Permissions Chart

    The charts below outline the permissions associated with each pre-defined role. An Excel file containing this information is also available at the bottom of this article. See the Account Management...

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

    Developer Section

    The Developer Section contains advanced settings for firms that want to integrate their existing systems with the SafeSend Suite. It requires firms to have dedicated software programming resources ...

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    • 1 follower
    • 0 comments
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