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Integration

Integrate with SafeSend

Map SafeSend Returns e-signed documents to specific drawers and indexes. The files can then be sent directly to GoFileRoom from the Delivered Returns report.
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important
To use this integration, the firm must have an active SafeSend account.
Permissions
note
  • Only administrators have access to the Account Management and User Management sections.
  • Users must also have permissions in GoFileRoom to upload documents.
Create a custom user group
  1. In SafeSend, select the
    Navigation Widget
    .
  2. Select
    Account Management
    , then select
    User Management
    .
  3. Select the
    User Groups
     tab, then select
    Add User Group
    .
  4. Add the
    Name
     of the group.
  5. Add
    Description
    .
    • This can be a general description of what roles this group has.
    • There is a character limit of 100 for this field.
  6. Select the
    Roles
     to be applied to the group.
    • Apply only
      Send to GFR
       or
    • Create a custom group with additional permissions.
  7. Select
    Add Group
    .
Add users to the group
  1. In SafeSend, select the
    Navigation Widget
    .
  2. Select
    Account Management
    , then select
    User Management
    .
  3. Select
    Edit
     in the
    Actions
     menu of the user to be updated.
  4. Mark the
    GoFileRoom
     checkbox in the User Group section.
  5. Select
    Update
     to save any changes made.
Enable the integration
note
Only administrators have access to the Product Settings section.
Map to GoFileRoom
  1. In SafeSend, select the
    Navigation Widget
    .
  2. Select
    Product Settings
    .
  3. Select
    General
    .
  4. Select
    Login to GFR
    .
  5. Enter your GoFileRoom
    Email ID
    .
  6. Select
    Verify
    .
  7. Enter the
    Access Code
     sent to your GoFileRoom
    Email ID
    .
  8. Select
    Confirm
    .
  9. Select a
    Drawer
    .
  10. Map items to the correct
    GoFileRoom Index
    .
    SafeSend data
    GoFileRoom index
    ClientID
    Map ClientID
    Client Name
    Map Client Name
    Engagement Type
    Map Engagement Type
    Document Type
    Map Document Type
    Tax Year
    Map Tax Year
    ERO/Signer
    Map ERO/Signer
    Sent By
    Map Sent By
  11. Select
    Save
     to apply your mapping choices.
  12. Select the
    Map Account
     gear icon to adjust mapping at any time.
Mapping requirements
Any indexes marked as required fields in GoFileRoom must be mapped in SafeSend. All other GoFileRoom Indexes in SafeSend can be left blank.
An asterisk in GoFileRoom indicates required fields. Client Name, Client Number, File Section, Document Type, and Document Date are required and must be mapped in SafeSend.
When additional information is to be entered, like for Document Type and File Selection, the text in GoFileRoom must match the text entered in SafeSend (ex: E-FILE AUTHORIZATION).
Example
Select Drawer: Clients
SafeSend Data
GoFileRoom Index
ClientID
Client Number
Client Name
Client Name
Engagement Type
File Section
Form 1040
1040 INDIVIDUAL TAX
Form 1065
1065 PARTNERSHIP TAX
Form 1120
1120 CORPORATE TAX
Form 1120S
1120S CORPORATE TAX
Form 1041
1041 FIDUCIARY TAX
Form 1040NR
1040 INDIVIDUAL TAX
Form 990
990 NOT-FOR-PROFIT
Form 990PF
990 NOT-FOR-PROFIT
Form 990EZ
990 NOT-FOR-PROFIT
Document Type
Document Type
E-File
E-FILE AUTHORIZATION
Tax Year
Year
Send to GoFileRoom
Signed documents can be sent to GoFileRoom from the Delivered Returns dashboard in SafeSend.
note
  • The client must exist in GoFileRoom to send their documents with this integration.
  • Users must also have permissions in GoFileRoom to upload documents.
  • The client name and client number in GoFileRoom must match the client name and client ID in SafeSend.
Send items individually
  1. In SafeSend, select the
    Action (...)
     menu.
  2. Select
    Send To GoFileRoom
    .
Send items in bulk
  1. Mark the checkbox next to the taxpayer's name.
  2. Select the
    Send to GoFileRoom
     button.

This article applies to:

  • PRODUCT: GoFileRoom

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