Annie-M
Articles
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Settings: Saved Messages
The Saved Messages section allows you to create, preview, and change saved message templates that you can apply while processing a return. Saved message sections: Saved Messages: The message appe...
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Account Management
Once your SafeSend Suite account has been created, you can go through the Account Management menu items to continue with your setup. These items and settings are configured and used for either cli...
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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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User Management: Bulk Import or Edit Users
The User Management section allows firm administrators 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...
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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...
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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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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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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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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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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...