Annie M.
Articles
-
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 Organizers. Important Unsupported documents aren't recognized. If y...
-
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...
-
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...
-
December 20, 2021 SafeSend Organizers Release Notes
We've added new features and fixed some issues in SafeSend Organizers. Read below for more information. To see a full list of changes across all products, please see our December 20, 2021 Product N...
-
Uploading Batch Organizers
This article describes the process for uploading batch organizers from supported tax software systems into Organizers. Important All engagement letters included in a batch should be formatted the...
-
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...
-
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...
-
Organizer FAQ
User Questions Where do I enable/disable Organizers? Note: Organizers is included as part of the Preferred and Premium pricing tiers. It cannot be purchased separately. Navigate to Account Ma...
-
Client Experience: Organizers on Mobile
This article outlines the organizer 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. Click on each...
-
CCH® ProSystem fx® Best Practices for Printing Organizers
This article contains information about using CCH® ProSystem fx® organizers with Organizers. Follow these guidelines for an optimal experience. For information on how to prepare batch organizers, s...