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Annie M.

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Activity overview

Latest activity by Annie M.
  • Annie M. created an article,

    SafeSend Client Portal Email

    1. New Customer Resources
    2. Templates

    Best Practice Send a templated email to the taxpayer around the same time you send them their first SafeSend document. Standardizing this delivery email template will ensure that no matter the send...

    • Edited
    • 3 followers
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    SafeSend Gather Client Email

    1. New Customer Resources
    2. Templates

    Recommended Practice Send a templated email to the taxpayer around the same time you send them their Gather request. Standardizing this delivery email template will ensure that no matter the sender...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • Annie M. created a post,

    SafeSend Organizers and Gather - Ready for 2024!

    1. Community
    2. Hot Topics

    SafeSend Organizers and Gather are now ready to accept 2024 organizers for all tax software types.  You can choose 2024 as an option on upload.  If you notice any forms or fields that should be rec...

    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    New User Training

    1. New Customer Resources
    2. User Video Library

    Welcome to our summarized user training for SafeSend Returns.  Visit our SafeSend Customer Training dashboard to sign up for live webinars.  Upload, Process, and Deliver Before a return is deliv...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Troubleshooting Reference Articles

    1. New Customer Resources
    2. Troubleshooting

    Use these quick reference guides to help your users and clients troubleshoot issues tha may arise.  Client Guides Knowledge Base Authentication (KBA): You Do Not Qualify or Failed Taxpayer Cannot...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Firm Usage Reference Articles

    1. New Customer Resources
    2. Usage Guides

    Use these quick reference guides to help your users process and deliver documents to clients, and manage delivered documents.  SafeSend ONE Client Portal Overview Electronic Signatures Send for Sig...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Firm Settings Reference Articles

    1. New Customer Resources
    2. Account Settings

    Use these quick reference guides to help your System Admin(s) set up SafeSend and help your users set up their personal settings  SafeSend ONE Account Management SafeSend One Settings Overview Clie...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    SafeSend Collateral

    1. New Customer Resources
    2. Templates

    Your firm can download and customize the attached templates to help introduce SafeSend to your clients. 

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Quick Reference Guides: Client Experience

    1. New Customer Resources
    2. Usage Guides

    Use these quick reference guides to help your staff answer client questions.  Electronic Signatures Signer Experience Signer Experience on Mobile Organizers Organizers Client Experience Organizers ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. commented,
    Official comment
    1. Community
    2. Hot Topics
    3. SafeSend Returns - Unable to Deliver Returns

    This issue has been resolved.