Annie-M
Articles
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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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Unable to Process Organizer - Client(s) are Deceased, Missing Client Info
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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Settings: Saved Messages
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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Settings: General
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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April 1, 2022 SafeSend Organizers release notes
An update to SafeSend Extensions was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. Saf...
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March 11, 2022 SafeSend Organizers release notes
An update to SafeSend Organizers was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. Saf...
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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 25, 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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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...