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Annie M.

  • Total activity 213
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Activity overview

Latest activity by Annie M.
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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 ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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 ...

    • Edited
    • 4 followers
    • 0 comments
    • -1 votes
  • 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, ...

    • Edited
    • 5 followers
    • 0 comments
    • 1 vote
  • Annie M. created an article,

    [Video] Client Portal Experience

    The video below shows you a typical Client Portal experience from the perspective of the taxpayer. 49 STEPS 1. Welcome to the Client Portal Experience as seen on a desktop. 2. You will receive a...

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

    [Video] Delivered Returns Report Guide

    This video outlines the options available for Delivered returns.  60 STEPS 1. Welcome to the Delivered Returns Report guide! 2. Once a return is delivered to a client, it moves to the Delivered ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes