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SMS text notifications

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Taxpayers can receive notifications via text once they have provided consent.
Turn on SMS Notifications
note
To ensure the taxpayer receives both notifications, both
Product
 and
Return
 settings should be applied.
Product Settings
SMS Text Notifications need to be turned on in the Product Settings for it to be an available option.
note
If you turn this off, this overrides any previously applied SMS settings.
  1. Select the
    Navigation Widget
    .
  2. Select
    Product Settings
    .
  3. Select
    General
    .
  4. Switch
    SMS Text Notification
     to
    On
    .
Return Settings
For the taxpayer to receive an SMS reminder to sign, this needs to be turned on in the
Return Settings
.
  1. Go to
    Settings
     in
    Returns
    .
  2. Select
    E-Sign Options
    .
  3. Mark
    Enable email automatic signing reminders
    .
  4. Mark
    Enable SMS Tex Automatic signing reminders
    .
  5. Select the number of days before the due date you want the client to receive the reminder.
  6. Select
    Apply
    .
Turn on SMS Notifications for your client
SMS Notifications can be turned on for each client by updating the setting in Client Management or through the return process.
Enable in Client Management
  1. Select the
    Navigation Widget
    .
  2. Select
    Product Settings
    .
  3. Select
    Client Management
    .
  4. Select
    Edit
     in the
    Action
     menu for the client.
  5. Set
    SMS Text Notification
     to
    On
    .
  6. Select
    Save
    .
Enable while processing a return
If this is enabled during processing, it also updates in Client Management and defaults to
On
.
  1. Complete steps to Process a Return.
  2. Go to the
    Delivery Options
     section.
  3. Switch
    SMS Text Notification
     to
    On
    .
Enable for Delivered Return
If the taxpayer hasn’t signed, you can still turn the setting on in the
Client Info
 section.
  1. Select
    Edit
     in the
    Action
     menu for the client.
  2. Set
    SMS Text Notification
     to
    On
    .
  3. Select
    Save
    .
Client Experience
Notifications Verbiage
The following messages outline the verbiage for each notification type.
  • Signature Reminder
    : "Hi <Taxpayername>! This is a reminder to please sign your tax returns before the deadline.” - <CompanyName> "To stop receiving messages from us, simply text "STOP".
    • This message also includes a link to access the return via mobile.
  • The firm has received your signed tax forms
    : "Hi <Taxpayername>! Congrats! <CompanyName> has received your signed tax documents and will e-file your tax returns.” - <CompanyName> “To stop receiving messages from us, simply text "STOP".
Taxpayer Experience
The taxpayer needs to complete the initial authentication steps before the consent screen.
  1. Complete steps 1-3 of the Client Experience.
  2. The SMS Text Notification prompt appears.
    • Taxpayers can enter their phone number and select
      Yes.
    • If the taxpayer doesn't enter a phone number, the only option is to select
      No
      .

This article applies to:

  • Product: safesend
  • Audiences: Client