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Annie M.

  • Total activity 74
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Activity overview

Latest activity by Annie M.
  • Annie M. created a post,

    SafeSend Suite – Client Management Tips and Tricks

    1. Community
    2. Hot Topics

    Client Management can be used to manage and view client information across the Returns and Organizers modules.  Benefits of Client Management: Allow users to view, add, delete, and update client ...

    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created a post,
    Completed

    SafeSend Grouped Returns - Reminders to Sign Delivered for Signed Returns

    1. Community
    2. Hot Topics

    Situation: Some users are reporting that the Controller for a Group of Returns is receiving reminders to sign even though all returns have been marked as E-signed or Manually Signed.  Status: This ...

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

    SafeSend Organizers - Taxpayer Forced to Sign

    1. Community
    2. Hot Topics

    Situation: A new feature was added that allows users to mark signature blocks as required. If the signature blocks are marked as not required and other fields are added, like name, initials, or ema...

    • Edited
    • 1 follower
    • 0 comments
    • 2 votes
  • Annie M. created a post,
    Planned

    K-1 Partner Information Update Email Settings Removed

    1. Community
    2. Hot Topics

    Situation: In late 2022, K-1 recipients received emails requesting they update their information for the upcoming tax season. There was no way to disable these reminders, so all K-1 recipients rece...

    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created a post,
    Planned

    SafeSend Exchange Suite Initial Email Template Drop Off Links

    1. Community
    2. Hot Topics

    Situation: The initial email templates for SafeSend Exchange were recently updated. The drop off link at the bottom of the message will always be the Company drop off link. The name at the bottom o...

    • 7 followers
    • 0 comments
    • 7 votes
  • Annie M. created a post,
    Planned

    Mail Merge - Client ID Merge Field Causes Program to Close

    1. Community
    2. Hot Topics

    Situation: If a Client ID or ClientID merge field is added to the Word template, when the Word document and .CSV are uploaded to the Mail Merge wizard the program will close. This is because a Clie...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created a post,
    Answered

    SafeSend Exchange - My Portal Inbox is Blank - Outlook 2016

    1. Community
    2. Hot Topics

    Update (1/24): We have determined that certain versions of Outlook are not compatible with the new SafeSend Exchange Suite add-in. The resolution is to update your version of Outlook or use the onl...

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

    Organizer Tips and Tricks

    1. Community
    2. Hot Topics

    Situation: Batch upload shows an error status.  Resolution: Make sure our default template is being used and that it is saved as a .CSV file, not an Excel file. The template can be downloaded from ...

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

    Unable to Locate Return

    1. Community
    2. Hot Topics

    Situation: You are unable to locate a return that was uploaded and/or delivered.  Resolution: Follow the steps outlined in our Unable to Locate Return article. Usually, there is a filter applied pr...

    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. commented,
    Official comment
    1. Community
    2. SafeSend Suite - General Discussion
    3. K1 rollover question

    K1 recipient emails will roll over to the next year even if the return is expired or deleted.