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Annie-M

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Recent activity by Annie-M
  • My Settings (Individual User Settings)

    Each user has default settings unique to their profile separate from the firm's settings. These settings include defaults applied when processing and notifications to be received from the program. ...

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  • Organizer FAQ

    User Questions Where do I enable/disable Organizers? Note: SafeSend Organizers is included as part of the Suite Preferred package. It cannot be purchased separately.   In SafeSend Returns, go t...

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  • Delivered and Archived Organizer Statuses

    After an organizer is delivered to a client, it moves to the Delivered Organizers page. Its status is shown in three different columns; Signature Status, Organizer Status, and Source Document Statu...

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  • Client Experience

    This article shows the SafeSend Organizers client view as seen on a desktop. Please see the Client Mobile View article to see how the process looks on a mobile device. Click on each section below t...

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    • 18 followers
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  • Uploading Batch Organizers

    This article describes the process for uploading batch organizers from supported tax software systems into SafeSend Organizers. Important All engagement letters included in a batch should be form...

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    • 2 followers
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  • UltraTax CS® Print Settings for Organizers and Engagement Letters

    This article contains information about the required print settings to use for UltraTax CS® organizers and engagement letters. For information on how to prepare batch organizers, see Uploading batc...

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    • 5 followers
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    • 1 vote
  • Processing an Organizer

    Before an organizer is delivered to the taxpayer, it must be uploaded and processed. The steps below outline how to upload, process, edit, and deliver an organizer. Uploading an Organizer  After...

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    • 10 followers
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  • Organizers In-Process

    Before an organizer is delivered to the taxpayer, it must be uploaded and processed. The main Organizers In-Process dashboard shows organizers that have been uploaded, but not delivered.   For info...

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  • [Video] Organizer Client Experience

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

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  • Organizers Reports Overview

    This article provides an overview of the Organizers Report dashboard in SafeSend Organizers. Navigate to Organizers Reports in the navigation menu.  Click Delivered Organizers. Bulk Action It...

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