Annie-M
Articles
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Adjusting Reminder Settings on Organizers
Organizer reminders help taxpayers remember to finish filling out their organizers. Reminders to sign help taxpayers remember to review and sign their engagement letters or other documents. They ca...
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Settings: Client Instructions
Users can customize messages and instructions that the taxpayer will see as they make their way through their organizer. Default messaging is provided for each section. Users may choose to use the ...
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Downloading Multiple Files at Once
SafeSend Organizers allows users to download multiple files (individual or batches) via a global Download button available at the top of the Organizers Report screen. Important SafeSend Organizers...
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Unlocking an Organizer for a Client
If a client fails to enter the proper access code three times, the organizer will be automatically locked by SafeSend Organizers. This is a security feature to prevent unauthorized access. When an ...
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GoSystem® Tax RS Best Practices for Printing Organizers
This article contains information about using GoSystem® Tax RS organizers with SafeSend Organizers. Follow these guidelines for a successful upload. For information on how to prepare batch organize...
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March 4, 2022 SafeSend Organizers release notes
An update to SafeSend Organizers was released. Look below for more information on the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeS...
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February 21, 2022 SafeSend Organizers release notes
An update to SafeSend Organizers was released. Look below for more information on the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeS...
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February 9, 2022 SafeSend Organizers Release Notes
An update to SafeSend Organizers was released. See the items below for more detailed information on the changes. SafeSend Organizers Resolved Issues Fixed an issue where taxpayer notes sent to the...
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January 30, 2022 SafeSend Organizers Release Notes
An update to SafeSend products was released. See the items below for more detailed information on the changes. SafeSend Organizers Resolved issues Fixed an issue where pages in organizers were app...
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January 28, 2022 SafeSend Organizers Release Notes
We've added new features and fixed some issues for SafeSend Organizers. Read below for more information. To see a full list of changes across all products, please see the product release notes arti...