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Client experience: Organizers

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This article shows the organizer client view on a desktop. Refer to the Client Mobile View article to get the process on a mobile device.

Select on each of the following sections to expand the steps and to get the client experience for accessing, signing, and completing an organizer.

Initial Email

The initial email comes from noreply@safesendreturns.com.

Select
Let's Get Started
to open the organizer OR

Select Access Client Portal
.

Refer to our Client Portal Experience article for more information.

Start Page

Select Contact Person
to contact the firm if you have any questions.

Select Get Started
to proceed to Authentication
.

Authentication

One of 2 pages displays based on firm settings:

Email Access Code - An 8-digit access code is sent to the same email address the initial email was sent to.

Mobile Access Code - A 6-digit access code is sent to your cell phone via text message.

Select the Request Access Code
button.

Enter the 6 or 8-digit access code in the code field.

Select Continue
to proceed to the Welcome Page
.

Welcome Page

This is the main dashboard for your organizer.

The title line displays:

Contact Person
will provide the designated contact in case you have any questions.

Client Settings
panel where you can sign out.

Review the message from your tax preparer.

Select select Here to Continue
to move to the 1st step.

Some steps may be grayed out or not appear if not required by your CPA.

If you have a spouse and all the options are grayed out, your spouse needs to sign before you can continue.

Sign Engagement Letter

note

If signing is required by the firm, the
Finish
button won’t be available.

To bypass signing, select the Decline
button.

A consent checkbox will appear asking you to verify you have reviewed the document.

Select the Start
button to begin signing.

Continue to select the arrow as you proceed through all signature lines.

Select the Signature Box
.

Select Type
or Draw
to write your signature.

Select Apply
.

Select Finish
.

Organizer Steps

After signing your documents, you will be directed back to the Welcome Page
.

From this page, you can do the following:

Download Signed Documents

Select Download Signed Documents
to automatically download the documents to your workstation.

Custom Questionnaire

Select
Custom Questionnaire
.

note

The Custom Questionnaire must be completed before you can complete your organizer. Select the Finish
button to finalize the questionnaire.

Answer the questions provided by your tax preparer.

You may refer to the following question types:

Yes/No - These may have follow-up questions as well.

Short Answer

Multiple Choice

Select Save & Close
to close the questionnaire and continue later.

Select Finish
.

The questionnaire can't be re-opened if this option is selected.

You can also view the following:

View a message from your tax preparer.

View the completion status of the organizer.

Complete Organizer

Select Complete Organizer.

Follow these steps to fill out your organizer.

Select a bookmark name in the Bookmarks Panel
to move to a specific page.

Navigation

Select the navigation arrows to move through the organizer pages OR

Select the Blue Arrows at the bottom

Type into the
Notes to Preparer
to enter any notes you need to provide to your CPA.

Type into the green fillable fields of the organizer.

Text can be entered over the original text

If your organizer is sent to you and your Spouse, edits made will be identified with color coding to distinguish who completed it.

Select select Here to Upload
to upload source documents. You can drag/drop files or select to open your file explorer.

This option only appears on certain pages.

In the Bookmark Panel
, icons are added to those pages that may require source documents.

Select Save & Continue Later to be directed back to the Welcome Page.

Select Finish
to mark the organizer as complete.

Finishing the Organizer

After you select the Finish
button, you will receive a pop-up notification to confirm you are done.

If a spouse was not included on the organizer, the following steps will appear.

Select Review Missing Information
if the organizer is not completed.

This option will bring you back to the organizer to continue filling out.

Select Organizer Complete
if the organizer is completed.

If a spouse was included on the organizer, the following steps will appear.

Select Send to My Spouse
if you would like to send the organizer to your spouse for review.

Select Finish
if the organizer is completed.

Upload Documents

If your firm allows, you will have the option to upload tax source documents within your organizer.

Select Upload Documents
.

note

Supported file types include PDF, DOC, Excel, PNG and JPEG. Other file types cannot be uploaded.

File names must be 200 characters or less.

Encrypted or password-protected documents should not be uploaded and cannot be previewed.

Drag/drop into the box OR select select to Upload.

Upload one or more documents.

Select
Download
to download the documents you have already uploaded.

Select the Eye
icon to preview your document.

Select the Delete
icon to remove the document.

Select Continue Later
to save your document uploads and send an email to the firm.

This will allow you to upload more documents at a later time.

Select
Finish
when you have uploaded all tax source documents.

This will remove the upload option from your organizer.

The firm that prepared the organizer can unlock the upload option for you.

Must select
Confirm
to complete.

This article applies to:

Product: safesend
Subject: Organizer
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Client experience: Organizers

This article applies to: