Natalya Larson

1. Community
2. SafeSend Suite - General Discussion
3. No Portal Access for Spouse

In the client portal, the taxpayer will need to add their spouse's email to give them access - that would at least resolve the portal issue.  Go to Security Settings in your Client Portal. Enter t...

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• Created January 09, 2026 18:33
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1. Community
2. SafeSend Suite - General Discussion
3. How is your firm pulling data to send organizers in batches? (CCH)

Thanks for your feedback, Sherry! Do you use the 2024 data for the scan? Or do you wait until CCH datascan variables for 2025 are available (mid-January 2026) and then run the scan? We always waite...

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• Created August 28, 2025 19:51
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