Annie-M
Articles
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Batch Processing .CSV Template
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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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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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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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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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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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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CCH® ProSystem fx® Best Practices for Printing Organizers
This article contains information about using CCH® ProSystem fx® organizers with SafeSend Organizers. Follow these guidelines for an optimal experience. For information on how to prepare batch orga...
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CCH Axcess™ Best Practices for Printing Organizers
This article contains information on print settings for CCH Axcess™ organizers that are uploaded to SafeSend Organizers. Follow these guidelines for an optimal experience. For information on how to...
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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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Default Download Options for Organizers
Users can configure the default behavior of documents they choose to download. Options include: saving immediately, queuing a download to a personal My Downloads area, and being asked for the prope...