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Access Code Tips for Clients
- Select theRequest Access Codebutton.
- This sends an access code to the taxpayer's email or phone.
- Only select the button once to prevent multiple codes from being generated.
- Codes are no longer valid after they are entered, after 20 minutes, or when a new code is generated.
- Copy/paste the access code into SafeSend Returns to prevent typos.
- SelectContinue.
Access Code Tips for Users
Generate an Access Code
- SelectSignature Reportsin the left panel.
- Locate the document.
- Go to theActioncolumn and select theMoreicon.
- SelectView Access Code.
- Provide theActive Access Codeto the client, or
- SelectGenerate Access Codeto generate a new code.
This article applies to:
- Product: safesend
- Subject: eSignature
- Audiences: Staff