Annie M.
Activity overview
Latest activity by Annie M.-
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...
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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, ...