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Annie-M

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  • Keys to Success

    1. Getting Started
    2. Onboarding

    Printing of the Organizers Do not add or remove any questions to the questionnaire.  Any custom configuration regarding correspondence needs to be cleared so organizers will print with default set...

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    • 1 follower
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  • Batch Processing .CSV Template

    1. Usage Guides
    2. Batch Organizers

    The attached allows users to upload multiple organizers at once. Notes for this template: Client ID cell form must be "text" to capture the true text. The Client ID in the .CSV file must match the...

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    • 3 followers
    • 0 comments
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  • Client Experience: Organizers on Mobile

    1. Usage Guides
    2. Client Guides

    This article outlines the SafeSend Organizers experience for clients using a mobile device. Please see the Client Experience article to see how the process looks on a desktop, laptop or tablet. Cli...

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    • 3 followers
    • 0 comments
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  • Leading Zeros in CSV Template

    1. Troubleshooting
    2. User Side

    Excel tends to remove leading 0's in CSV templates. This can be an issue when adding Client IDs to the CSV template. The following steps will help you prevent this issue.  Warning: After you save ...

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    • 2 followers
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  • Settings: General

    1. Getting Started
    2. Settings

    In this section, certain Organizers features can be enabled or disabled.  Please note: Only System Administrators have access to the Settings section. Engagement Letter Default Info When this set...

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    • 1 follower
    • 0 comments
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  • Usage Report

    1. Usage Guides
    2. Delivered Organizers

    The Usage Report menu will allow System Administrators to view the firm's active return count. Navigate to Account Management. Click on Usage Report. Select the Product Type Select Date Range Cli...

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    • 1 follower
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  • Settings: Saved Messages

    1. Getting Started
    2. Settings

    Here you can add, preview, and change Saved Message templates that you can apply while processing an organizer. The taxpayer sees this message after they authenticate.  Please note: Only System Ad...

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    • 1 follower
    • 0 comments
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  • Preparedness Guide

    1. Getting Started
    2. Onboarding

    Welcome to our step-by-step guide to prepare your firm for organizer season and make your experience with SafeSend Organizers easy and seamless.  Getting Started Review Your Print Settings CCH A...

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    • 2 followers
    • 0 comments
    • -2 votes

  • Unable to Process Organizer - Client(s) are Deceased, Missing Client Info

    1. Troubleshooting
    2. User Side

    A personal information page is required when uploading an organizer. If this page is not included, the Client Info tab will not have fields to enter taxpayer information and when you attempt to del...

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    • 1 follower
    • 0 comments
    • 0 votes

  • Supported Organizer Types

    1. Getting Started
    2. Onboarding

    This article contains an up-to-date list of organizer return types (and their generating tax software) that you can upload into SafeSend Organizers.  Important Unsupported documents aren't recogni...

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    • 2 followers
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