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This article applies to:

  • Product: safesend
  • Audiences: Client

Device compatibility

View SafeSend device and browser compatibility by product, including supported features and mobile, tablet, and desktop limitations.
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The various
SafeSend One
 client experiences have different functionality depending on the device being used. This article outlines the basic system requirements and the functions available on various devices.
SafeSend One
 browser requirements
Regardless of the device being used, SafeSend should be accessed from a modern browser like Chrome, Firefox, Safari, or Edge. It can be helpful to clear the cache and make sure the browser is up to date to ensure a smooth client experience.
SafeSend One
 device checklist
Select the following products to review device compatibility and functionality.
Tablets should be used in landscape mode for the best experience. Clients may need to adjust zoom levels depending on the size and orientation of the tablet.
Mobile devices should be iPhone iOS 15.0 & greater or Android 11 with
One UI 2
.
Returns
If your firm uses the Stripe or CPACharge integration and requires the taxpayer to pay before signing, they'll need to use a laptop or desktop.
Type
Functionality
Restrictions
iPhone/Android
Clients can perform the following actions on mobile:
  • Review the tax return, transmittals, and invoice
  • Answer KBA questions (if failed, the system routes them to the desktop version)
  • eSign and download after e-signing
  • Delegate e-signing
Clients can't perform the following actions on mobile:
  • Forward or print the tax return
  • Download in the review phase
  • Distribute Form K-1
  • Access Paper File and Pay options
  • Sign manually
iPad/Tablet
Full functionality - best used in landscape mode.
N/A
Laptop/Desktop
Full functionality.
N/A
Extensions
Refer to the following table for an outline of mobile device functionality for Extensions.
Type
Functionality
iPhone/Android
Not currently compatible with mobile phones.
iPad/Tablet
Full functionality - best used in landscape mode.
Laptop/Desktop
Full functionality.
Signatures
Refer to the following table for an outline of mobile device functionality for Signatures.
Type
Functionality
iPhone/Android
Full functionality.
iPad/Tablet
Full functionality - best used in landscape mode.
Laptop/Desktop
Full functionality.
Organizers
Organizers can't be filled using a mobile phone. If there are no documents to eSign and the client can't upload any source documents, they'll be directed to use a laptop or desktop.
Type
Functionality
Restrictions
iPhone/Android
Clients can perform the following actions on mobile:
  • eSign
  • Upload source documents
  • View and download e-signed files
Can't fill out the tax organizer.
iPad/Tablet
Full functionality - best used in landscape mode.
N/A
Laptop/Desktop
Full functionality.
N/A
Gather
Organizers can't be filled using a mobile phone. If there are no documents to eSign and the client can't upload any source documents, they'll be directed to use a laptop or desktop.
Type
Functionality
Restrictions
iPhone/Android
Clients can perform the following actions on mobile:
  • eSign
  • Upload source documents
  • View and download e-signed files
Can't fill out the tax organizer.
iPad/Tablet
Full functionality - best used in landscape mode.
N/A
Laptop/Desktop
Full functionality.
N/A
Exchange
Refer to the following table for an outline of mobile device functionality for Exchange.
Type
Functionality
iPhone/Android
Full functionality - uploads/downloads for the device or network may be limited.
iPad/Tablet
Full functionality - best used in landscape mode.
Laptop/Desktop
Full functionality.
Client Portal
Refer to the following table for an outline of mobile device functionality for the Client Portal on Mobile.
Type
Functionality
Restrictions
iPhone/Android
  • Review tasks and notifications
  • Open tasks
  • Manage security settings
Clients can't access the following:
  • Documents section
  • K-1 Distribution
  • Pay vouchers
iPad/Tablet
Full functionality - best used in landscape mode.
N/A
Laptop/Desktop
Full functionality.
N/A
In Office eSign
Refer to the following table for an outline of mobile device functionality for the
In Office E-Sign
 feature.
In Office eSign
 is only available for Returns.
In Office eSign
 is not compatible with Signatures, Organizers, or
Gather
.
Type
Functionality
iPhone/Android
Not currently compatible with mobile phones.
iPad/Tablet
Full functionality - best used in landscape mode.
Laptop/Desktop
Full functionality.

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