Processing an Organizer - Delivery Options

Click the tabs below to see detailed information about each section of the Delivery Options Tab. For more information about how to upload and process organizers, see our Processing an Organizer article. 

Taxpayer Dashboard Email Notifications Reminders

1. Taxpayer Preview will open up a new tab that shows the return from the taxpayer's perspective. 
   • View the Organizer Client Experience article for more details.
2. Contact Person allows you to decide who appears as the contact person for the taxpayer. You may select any user in the drop-down.
3. Message From Preparer allows you to add a message that appears to the taxpayer after authentication. You can select a stored message, edit, or create a new one:
   • Click New to open an editor to create a new message to the recipient.
     • Add hyperlinks, adjust the font size, the color of text, etc.
   • Click View to open an editor to edit an existing message
     • Add hyperlinks, adjust the font size, the color of text, etc.
   • Click Update to save the message.
     • Once a message has been added, the View button is removed and an Edit button appears.

This section will allow you to change the email notifications. The current selections are applied from the My Settings.

1. Select the name that will appear on email notifications that the client receives in the Sender Name drop-down
2. Select which user receives a notification that the Engagement Letter (or any additional signing documents) in the Notify About Completed Engagement Letter drop-down.
3. Select which user receives a notification that the taxpayer has marked their organizer as Complete in the Notify About Completed Organizer drop-down. 
4. Select which user receives a notification that the taxpayer has uploaded their source documents in the Notify About Uploaded Files drop-down. 
   • This notification will only be triggered when the taxpayer selects 'Save & Notify' on the upload screen. 

This section allows you to change selections for signing and organizer reminders. These are applied from the Admin Settings. 

1. Select the Signing Reminder drop-down to set how often reminders to Sign the Engagement Letter are delivered. 
2. Select the Organizer Reminder drop-down to set how often reminders to complete the organizer are delivered. 
3. Use the toggles to the right of the drop-downs to turn the corresponding reminders on or off.