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Account management

Account management

Manage company settings, branding, users, clients, permissions, and reports to configure your SafeSend account after setup.
Show all hidden content.
Once your SafeSend account has been created, you can go through the Account Management menu items to continue with your setup.
These items and settings are configured and used for either client-facing information, like logo and address, or for internal items like users and their permissions.
note
Access to Account Management is only available to System Admins or users with predefined permissions enabled in User Management.
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
    note
    A new tab opens
My Company
Company Name
  1. Select
    My Company
    .
  2. Select the
    Edit
     button.
  3. Enter the new company name.
  4. Select
    Update
     to save.
Office Location
Users can view SafeSend dashboards based on their assigned
Office Location
. These permissions can be updated in the
My Company
 section or the
User Management
 section. Clients can also have a designated office location in
Client Management
.
note
  • The Primary Admin has access to all locations by default.
  • The office location appears for taxpayers if they go through the
    Manual Signing
     process.
To edit an office location:
  1. Select
    My Company
    .
  2. Select
    More
    .
  3. Select
    Edit
    .
  4. Update any information as needed.
  5. Select
    Next
    .
  6. Mark the
    Select All
     checkbox to move all users, or drag and drop users from the
    Available Users
     list to the
    Users in Location
     section.
  7. Select
    Next
    .
  8. Select a
    Default Contact Person
     from the dropdown.
  9. Select
    Update
    .
To add an office location:
  1. Select
    My Company
    .
  2. Select
    Add New Office Location
    .
  3. Add the office details.
  4. Select
    Next
    .
  5. Mark the
    Select All
     checkbox to move all users or drag and drop users from the
    Available Users
     list to the
    Users in Location
     section.
  6. Select
    Next
    .
  7. Select a
    Default Contact Person
     from the dropdown.
  8. Select
    Update
     to save your changes.
Primary Admin
By default, this is the 1st System Admin created when the account was set up. To change the Primary Admin:
  1. Select
    My Company
    .
  2. Select
    More
     in the Primary Admin field.
  3. Select
    Edit
    .
  4. Select a new
    Primary Admin
     from the
    Account Holder
     dropdown.
  5. Select
    Update
    .
Company Account Details
View your subscription tier and choose which features to turn on/off for your firm.
note
Returns are turned on by default and can't be turned off.
  1. Select
    My Company
    .
  2. View your
    Subscription Tier
    .
  3. Mark or clear the checkbox to turn on or turn off features.
  4. Select
    Apply Changes
     to save any changes made.
Branding
Company Logo
  1. Select
    Branding
    .
  2. Select
    Edit
    .
  3. Select
    Upload
     to upload your own logo, or mark the checkbox to use the SafeSend logo.
    note
    Use a PNG or JPEG file, max dimensions (pixels) 300W x 100H.
  4. Select
    Save
    .
Company White Logo
This logo appears in areas that have a colored background.
  1. Select
    Branding
    .
  2. Select
    Edit
    .
  3. Select
    Upload
     to upload your own logo.
    note
    Use a PNG or JPEG file, max dimensions (pixels) 300W x 100H.
  4. Select
    Save
    .
Color Palette
  1. Select
    Branding
    .
  2. Select
    Edit
     to open the
    Edit Header Design
     window.
  3. Select the
    Font Color
     or
    Background Color
     to customize their appearance.
  4. Drag and drop, select on the eyedropper, or enter the hex code of your preferred color.
  5. Preview how the colors appear to the taxpayer.
  6. Select
    Update
     to save.
User Management
Add User
  1. Select
    User Management
    .
  2. Select
    Add User
    .
  3. Enter the new user's information.
    note
    • Each field with a
      *
       is required.
    • If multi-factor authentication (MFA) is turned on, a mobile number is required.
  4. Select
    User Group(s)
    ; move them from
    Available Groups
     to
    Current
    Groups
    .
  5. You can also use the
    Search
     bar to locate existing groups.
  6. Select
    Add User
     to save.
Edit/Delete User Details
When a user is deleted, none of their associated documents are deleted. Their name still appears in the reporting sections. Any documents in process are unassigned from the deleted user.
  1. Select
    Edit
     to update user details.
  2. Select
    Delete
     to remove the user.
  3. Select the ellipses (
    ...
    ) for
    Actions
     for additional options.
  4. Select
    Reset Password
     to send a password reset email to the user.
  5. Select
    ERO Signature
     to adjust the signature settings for Partners.
  6. Select
    Revoke Office 365
     to remove single sign-on permissions for the user.
  7. Select
    Audit Report
     for a report of permission changes for that user.
Add User Group
  1. Go to
    User Groups
     in the
    User Management
     section.
  2. Select
    Add User Group
    .
  3. Add the
    Name
     of the group.
  4. Add
    Description
    .
    note
    This can be a general description of what roles this group has.
  5. Select the
    Roles
     to apply to the group
  6. Select
    Add Group
    .
ERO Signature
note
ERO signature stamps must be enabled in your
Returns Settings
 for this option to be available. The user must also have the Partner User Group permission.
  1. Select
    User Management
    .
  2. Locate the partner and select the
    ellipses(...)
     from the
    Action
     menu.
  3. Select
    ERO Signature.
  4. Select
    Upload Signature
     and select a file from your computer.
    note
    • Signature stamps must be 300 x 100 pixels or smaller.
    • Supported file types include JPG, BMP, or PNG.
    • A white background is recommended.
  5. Mark the checkbox for
    Automatically place __ signature stamp on e-file forms
     to have returns automatically place signature stamps in e-file forms for this ERO (optional).
  6. Select
    Allow other users to apply __ signature
     if ERO Stamp Delegation is enabled.
    • Select
      Select Users
       to choose the users who can apply this ERO's signature stamp (optional).
  7. Select the
    Default ERO/Signer
     switch to
    ON
     to change this user's default ERO/Signer when they upload returns.
  8. Select
    Save & Close
    .
Reset Password
  1. Select
    User Management
    .
  2. Select the
    ellipses (...)
     under the
    Actions
     column.
  3. Select
    Reset Password
    .
  4. Select
    Ok
    .
User Permission
This section lists all users that have been added to SafeSend via a Microsoft® Azure tenant ID that hasn’t yet been granted access to SafeSend.
Here you can review each user's contact information and choose whether or not to grant them access to the program.
  1. Select
    User Permission
    .
  2. Select
    Grant Access
     to give the user access. Select
    Deny
     to prevent the user from being able to log in.
Client Management
This section can be used to manage and view client information across the Returns and Organizers modules.
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    . A new tab opens.
  3. Select
    Client Management
    .
Dashboard
  1. Search Bar
     - Search for clients by Client ID, ERO, Name, SSN/EIN, or email address.
  2. Edit Office Location
     (Bulk Editing Option) - Edit the assigned office location for the selected client.
  3. Delete
     (Bulk Editing Option) - Delete the selected client from
    Client Management
    .
  4. Office Location Filter
     - Choose which office location clients to display.
  5. Download Template
     - Choose which template to download when using option G to import client information.
  6. Customize Columns
     - Mark or clear the checkbox for each column name to add or remove it from the report.
  7. Import CSV
     - Upload the completed template.
  8. Export to Excel
     - Export the client information to Excel.
  9. Add Client
     - Add client information manually.
  10. Select
     - Select one or more clients to use the Bulk Editing Options.
  11. Click Here
     - Select all client records to use the Bulk Editing Options.
  12. Edit
     - Edit client information.
  13. Delete
     - Delete client from
    Client Management.
note
The delete option deletes the client completely from our database. No client information populates automatically for newly uploaded items.
Payment History Report
The Payment History Report lets you view your current return balance as well as your transaction history.
  1. Select
    Payment History
    .
  2. Select a
    From Date
     and
    To Date
     and select
    Filter
     to show a report of payments made within that date range.
  3. Select the
    Export to Excel
     button to download the report.
  4. View your current return balance.
  5. Select
    Purchase
     to purchase additional returns.
Usage Report
The
Usage Report
 lets you review the firm's activity in SafeSend. Administrators can view how many items were delivered, adjustments, and total usage for Returns, Signatures, Mail Merge, Organizers, Gather, and Extensions.
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
  3. Select
    Usage Report
    .
  4. Select a
    Product Type
    .
  5. Select a
    Return Type
    .
  6. Select an
    Office Location
    .
  7. Select a
    Date Range
    .
  8. Select
    Run Report
     to generate the report.
Advanced Filter
Use the
Advanced Filter
 option to customize your report. This lets you add amended returns to your report, as well as filter by state only and draft status.
  1. Select
    Advanced Filter
    .
  2. Adjust the standard reporting criteria as needed.
  3. Adjust the advanced reporting criteria as needed.
  4. Select
    Apply Filters
    .
  5. Select
    Run Report
     to generate the customized report.
Returns Reporting
note
Only Returns reports show the
Deleted After Delivery
,
Recalled
, and
Adjustments
 columns. All other modules show the
Date
,
Delivered
, and
Total Usage
 columns.
  1. Date
     - The date displays if an item was delivered on that date.
  2. Delivered
     - Total number of items delivered for the specified date.
  3. Deleted After Delivery
     - Total number of returns deleted from the Delivered and Archived reports.
  4. Recalled
     - Total number of items recalled for the specified date.
  5. Reprocess/Reupload
     - Total number of recalled returns reprocessed for the specified date.
  6. Adjustments
     - Total number of manually added return credits.
  7. Total Usage
     - Total usage for the specified date range after accounting for adjustments.
  8. Print
     - Print the report.
  9. Export to Excel
     - Export the report to Excel.
Client Portal Report
The
Client Portal Report
 lets you review the firm's active Client Portal users. Administrators can view active client details, sign-up date, and last sign in date.
note
Access to Account Management is only available to System Admins or users with predefined permissions enabled in User Management.
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
  3. Select
    Client Portal Report
    .
  4. Select a
    Date Range
    .
  5. Select
    Run Report
     to generate the report.
Once the report is generated, you can review, print, or export it.
  • Review
    Client Details
    .
  • Print
     the report.
  • Export
     the report to Excel.

This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff