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This article applies to:

  • Product: safesend
  • Subject: Organizer
  • Audiences: Client

Client experience: Organizers on mobile

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This article outlines the organizer experience for clients using a mobile device. Refer to the Client Experience article to get the process for a desktop, laptop, or tablet.
Select the following sections to expand the steps and to get the client experience for accessing, signing, and uploading documents in an organizer.
note
  • Organizers can't be completed on a mobile device. You'll need to use a desktop computer.
    • Only signing engagement letters and uploading source documents is supported.
  • If there are no engagement letters to sign or source documents to upload, the client gets a message directing them to sign in to the organizer on their desktop computer to complete it.
Initial Email
The taxpayer receives an email with a link to the designated tax organizer. All emails come from noreply@safesendreturns.com.
Select the access link or copy/paste it into a browser to get started.
Start Page
The start page shows the firm's logo and the name of the client.
Select
Get Started
 to proceed to authentication.
Authentication
One of 2 pages will display based on the firm's settings.
  1. Email Access Code - Access codes are sent to the email address assigned to the organizer.
  2. Mobile Access Code - Access codes are sent to the taxpayer's cell phone via text message.
    1. Select the
      Request Access Code
       button.
      • A green banner appears to let you know that the request was received.
    2. Enter the access code in the
      Enter access code here
       field after receiving it.
    3. Select
      Continue
       to proceed to the Welcome Page.
Welcome Page
A notification appears to advise the taxpayer to move to a laptop or desktop if they would like to download, view, print, or complete their organizer.
    1. Select
      OK
      to proceed.
If there is an engagement letter or a need to upload source documents, the client can do one of the following:
    1. Select
      Message from Tax Preparer
      to view a message from the firm that prepared your organizer.
    2. Select
      Sign Engagement Letter
      to be taken to that step.
    3. Select
      Upload Documents
       to be taken to that step.
note
If there is no engagement letter in the organizer and the Upload Source Documents option is turned off, the client gets a message directing them to complete the organizer on their desktop computer.
Engagement letter
The client can
Skip
 signing and complete it later or sign.
  1. Select the
    Start
     arrow to be led to the 1st signature block.
  2. Select the green signature blocks to open the
    Signature
     window.
  3. Type out or draw your signature.
    • Select
      Apply
       to use this selected signature in the future.
    • Use the
      Next
       arrow to be led to your next signature.
  4. Select
    Finish
     once all signature fields are completed to continue.
  5. Enter Spouse's
    email address
    (if applicable).
  6. Select
    Save & Continue
    .
Upload Source Documents
The upload documents page lets the client attach requested documents to the organizer. Organizers accept the following file types: JPG, PDF, PNG, DOCX (MS-Word), XLS (Excel).
  1. Select the
    camera
     icon next to a document name to select a file.
  2. A document name shows an
    upload(s)
     label after one or more files are uploaded.
    note
    You can select the
    camera
     icon again to upload additional files.
  3. Select the
    upload(s)
     label to get the name of the attached files, view, delete, or download them.
Complete Upload
  1. Select
    Finish
     to be directed back to the landing page. Selecting Finish doesn't prevent additional document uploads.
Completion
To complete the organizer, it must be accessed on a desktop computer and filled out.
note
Organizers can't be completed on a mobile device.

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