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This article applies to:

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

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.
  1. Select
    Let's Get Started
     to open the organizer OR
  2. Select
    Access Client Portal
    .
Start Page
  1. Select
    Contact Person
     to contact the firm if you have any questions.
  2. 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.
  1. Select the
    Request Access Code
     button.
  2. Enter the 6 or 8-digit access code in the code field.
  3. Select
    Continue
     to proceed to the
    Welcome Page
    .
Welcome Page
This is the main dashboard for your organizer.
  1. 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.
  2. Review the message from your tax preparer.
  3. 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.
  1. Select the
    Start
     button to begin signing.
    • Continue to select the arrow as you proceed through all signature lines.
  2. Select the
    Signature Box
    .
  3. Select
    Type
     or
    Draw
     to write your signature.
  4. Select
    Apply
    .
  5. 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
  1. Select
    Download Signed Documents
     to automatically download the documents to your workstation.
Custom Questionnaire
  1. Select
    Custom Questionnaire
    .
note
The Custom Questionnaire must be completed before you can complete your organizer. Select the
Finish
 button to finalize the questionnaire.
  1. 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
  2. Select
    Save & Close
     to close the questionnaire and continue later.
  3. Select
    Finish
    .
    • The questionnaire can't be re-opened if this option is selected.
You can also view the following:
  1. View a message from your tax preparer.
  2. View the completion status of the organizer.
Complete Organizer
  1. Select
    Complete Organizer.
Follow these steps to fill out your organizer.
  1. Select a bookmark name in the
    Bookmarks Panel
     to move to a specific page.
  2. Navigation
    • Select the navigation arrows to move through the organizer pages OR
    • Select the Blue Arrows at the bottom
  3. Type into the
    Notes to Preparer
     to enter any notes you need to provide to your CPA.
  4. 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.
  5. 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.
  6. Select Save & Continue Later to be directed back to the Welcome Page.
  7. 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.
  1. Select
    Review Missing Information
    if the organizer is not completed.
    • This option will bring you back to the organizer to continue filling out.
  2. Select
    Organizer Complete
     if the organizer is completed.
If a spouse was included on the organizer, the following steps will appear.
  1. Select
    Send to My Spouse
     if you would like to send the organizer to your spouse for review.
  2. 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.
  1. 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.
  1. Drag/drop into the box OR select
    select to Upload.
    • Upload one or more documents.
  2. Select
    Download
     to download the documents you have already uploaded.
  3. Select the
    Eye
     icon to preview your document.
  4. Select the
    Delete
     icon to remove the document.
  5. 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.
  6. 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.
  7. Must select
    Confirm
     to complete.

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