[Video] Organizer Client Experience

The video below shows you a typical organizer experience from the perspective of the taxpayer.

41 STEPS

1. Welcome to the Organizer client experience as seen on a desktop.

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2. You receive an email from noreply@safesendreturns.com. Click Let's Get Started to open your Organizer.

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3. Click Get Started to continue.

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4. Click Request Access Code to generate an access code. This code is delivered to your email address or mobile device, depending on your firm's settings. It is valid for 20 minutes, until you use it, or until you generate a new code.

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5. Retrieve the code from your email or mobile device.

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6. Enter the access code by typing or pasting it into the access code field.

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7. Click Continue.

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8. This is the landing page for your organizer. Click the Contact Person button to view the contact information for someone at your tax firm.

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9. Click your name to log out.

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10. Review the message from your tax firm.

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11. The steps required to complete your organizer are displayed below the message.

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12. Click Here to Continue.

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13. The sign step may or may not appear based on your firm's settings. To sign, click the Start flag.

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14. Click the Signature block to apply your signature.

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15. You can choose to Type or Draw your signature. Click Apply to sign.

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16. Click the Next flag to be guided to any additional signature blocks or fields.

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17. Once all fields have been filled, click Finish to continue.

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18. If a spouse was included in the organizer, you may be prompted to enter or confirm their email address. Click Save and Continue to proceed to the next step.

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19. Click Here to Continue or click the next highlighted step.

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20. You may or may not be prompted to complete a questionnaire, depending on your firm's settings. There may be fill in the blank questions, multiple choice, or if/then questions. Answer the questions to continue.

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21. View your progress in the top right corner at any time.

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22. Once the questionnaire is completed, click Finish to submit it or click Save & Close to continue later.

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23. Click Here to Continue or click the next highlighted step.

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24. If a spouse was included on the organizer, you will see a pop-up warning to make sure your spouse is not also working on the organizer. Click Ok to continue.

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25. Navigate through your organizer pages by using the arrows at the top of the page, by scrolling, or by clicking pages in the Bookmarks panel.

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26. Fields that can be filled appear green. Enter any relevant text into these fields. You can also type over old information.

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27. A paperclip icon in the Bookmarks panel indicates the page may have source documents associated with it. Click Here To Upload.

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28. Click to Upload or drag and drop the appropriate document.

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29. Click Done to finish the upload.

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30. Type into the Notes to Tax Preparer box to provide additional information to your tax firm.

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31. Click Save to apply the note to that page.

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32. Once the organizer is completed, click Finish to submit it or click Save & Close to continue later.

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33. Click Finish to finalize the organizer. If this option is selected, you will not be able to edit it again. If a spouse was included on the organizer, you can click Send to My Spouse to send them a notification to review it.

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34. You may or may not see an Upload Documents section, depending on your firm's settings. Click Upload Documents to send additional documents to your tax firm.

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35. Click to Upload or drag and drop the appropriate document.

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36. Preview or Delete uploaded documents.

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37. Or download the uploaded documents.

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38. Click Finish to finalize the upload process or click Continue Later to upload additional documents at a later time.

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39. After clicking Finish, you will not be able to upload additional documents. Click Confirm to close the upload step.

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40. Once these steps are completed, you can access the organizer again at any time to download your documents. If the Save & Close feature was used, you can go back in to edit your organizer or document uploads.

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41. This concludes our tutorial. Thank you for watching!

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2418254/Organizer-Client-Experience?iframeHash=watchsteps-1

 

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