Annie M.
Articles
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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
Please note: Only System Administrators have access to the Settings section. Navigate to Settings in the left panel. Click General. Engagement Letter Default When this setting is enabled or...
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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 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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GoSystem® Tax RS Best Practices for Printing Organizers
This article contains information about using GoSystem® Tax RS organizers with Organizers. Follow these guidelines for a successful upload. For information on how to prepare batch organizers, see U...
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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...