Annie-M
Articles
-
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...
-
Supported Organizer Types
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...
-
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...
-
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...
-
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 ...
-
January 24, 2022 SafeSend Organizers Release Notes
We've added new features and fixed some issues for SafeSend Returns. Read below for more information. To see a full list of changes across all products, please see the product release notes article...
-
Lacerte® Print Settings for Organizers and Engagement Letters
This article contains information about the required print settings to use for Lacerte® organizers and engagement letters. For information on how to prepare batch organizers, see Uploading Batch Or...
-
Client Experience: Organizers on Mobile
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...
-
Usage Report
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...
-
Keys to Success
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...