Annie-M
Articles
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Adjusting Reminder Settings on Returns
Payment reminders help taxpayers remember to make voucher payments. Reminders to sign help taxpayers remember to review and sign their returns. They can be set per return during processing or chang...
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Automated Reminders FAQ
Automated reminders can be delivered to clients to remind them to sign their returns and to remind them to pay their vouchers. Settings See our Settings Overview article for more information about...
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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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Embedded Help in the SafeSend Suite
SafeSend Suite users have access to our embedded help systems; SafeSend Steve and our chat widget powered by Forethought™ AI. SafeSend Steve Through SafeSend Steve, users receive additional informa...
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User Tracking Event Glossary
Access the User Tracking for a return from the Action menu. Client Tracking This option allows you to see actions taken by the taxpayer. Click the Action (...) menu. Click User Tracking. Click t...
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Delivered Return: Action Menu
The purpose of all of the Action Menu options in the Delivered Returns report, as well as when and how to use them are outlined below. This reporting section displays all returns that have been del...
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K-1 Recipient Experience
The steps below outline how the partner or shareholder can access their K-1 package(s). The taxpayer receives an email notification if the K-1 recipient declines to consent to receive the document(...
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Delivered Return: Bulk Action Icons
The purpose of all of the Bulk Action Icons in the Delivered Returns report, as well as when and how to use them are outlined below. This reporting section displays all returns that have been deliv...
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Suite Settings Overview
The Settings menu allows firm administrators to update and save global default settings for SafeSend Suite. Please note: Only System Administrators have access to the Suite Settings section. Cli...
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Account Management: User Management
The User Management section allows firm administrators to add and remove users, as well as give them unique permissions to access the system. Please note: Access to the User Management is only av...