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My Settings (individual user settings)
- Select theProfileicon.
- SelectMy Settings.
- Select the following default options.
- SelectSave & Closeto save any changes made.
- Default ERO/Signer: This ERO is automatically applied to the returns uploaded by the logged-in user.
- Default Contact Person: This is the person that your clients will contact for any help needed in SafeSend.
- Default Sender: This determines if the email notifications from SafeSend show a user's name or the firm's name. All emails come from noreply@safesendreturns.com.
- Default Notify About Signing Events: This user is notified via email when the e-file forms and other included documents are signed.
- Default Custom Column Value (column name): This value is populated automatically in your custom column when the return is delivered.
- Default Download Option: This selection determines where the files you select for download are downloaded.
- When the client adds payment information: You'll receive email notifications when the taxpayer marks a voucher asPAID.
This article applies to:
- Product: safesend
- Subject: Setup
- Audiences: Staff