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This article applies to:

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

Firm setup guide

Configure firm, user, security, branding, and return settings in SafeSend before training to support a smooth firm setup.
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Introduction
Your account is now active. Before attending your Power User Training class, go through this guide to configure your firm's settings.
note
Only members of the System Admin group can make these changes. If you don't have an
Account Management
 or
Settings
 option in the navigation menu, contact your firm's primary system administrator.
Product Settings:
The
Product Settings
 menu lets firm administrators update and save global default settings for SafeSend.
  1. Select the
    Navigation Widget
    .
  2. Select
    Product Settings
    .
General
Product Downloads:
Setting
Description
SS Signatures-Mail Merge
Select the
Download
 icon to download the Mail Merge desktop app and Microsoft Word plugin.
SS Exchange-Web Add-in
Select the
Download
 icon to download the Exchange Outlook plugin. Refer to our
Exchange
 help center for more information about this feature.
TicTie Calculate Plug-In
Select the
Download
 icon to download the bit version that matches Adobe®, not your PC.
API Access:
  1. Turn
    API Access
    On
     to turn on the
    Roles Based Access Control
     permission check for the SafeSend APIs.
    • When enabled, users can access the APIs without needing the API Developer Role assigned to their account. This feature is particularly beneficial for firms with straightforward user groups, enabling API support for application integrations with SafeSend.
SMS Text Notifications:
Turn on or turn off SMS Text Notifications for your clients.
  1. Switch
    SMS Text Notifications
     to
    On
     to provide the option for clients to receive signer reminders via text message.
Client Portal Experience:
Turn on or turn off the Client Portal experience for your clients, change your Client Portal firm contact, and edit your Client Portal URL.
  1. Switch
    Client Portal
     on or off.
  2. Select
    Edit Contact Person
     to choose who appears as a firm contact for clients using the Client Portal.
  3. Select
    Edit
     to change your Client Portal URL (web address for client sign in).
  4. Enter a new
    Client Portal URL
    .
  5. Select
    Update
    .
  6. Select
    Yes
     to confirm any changes made.
Client Management
Use the following options to manage how clients are added to
Client Management
.
  1. Extract Client ID's from CCH
    • When enabled, SafeSend extracts the Client ID from the uploaded PDF file name and fills it.
    • Reconcile Record settings apply; if
      Ignore
       is selected, no updates will be made to Client Management Client IDs.
  2. Add
    : All new client records will be added without manual approval.
    note
    If the data conflicts with Client Management, the pop-up will still appear.
  3. Ignore
     No pop-up will appear for new client records.
    note
    • If the data conflicts with Client Management, the pop-up will still appear.
    • If no clients are added to Client Management, this option essentially turns off the feature.
  4. The
    Confirm
     pop-up will appear for all new client records and any existing records where the data conflicts with Client Management.
Tax Software
:
Select the tax application to let your users upload for that printing program.
  1. Mark the checkbox for the tax applications used by the firm.
  2. Select
    Apply Changes
     to save any changes made.
Security
IP Filtering Options
The firm can restrict users from accessing their accounts unless they are signing in from a trusted IP.
Multi-factor Authentication
The firm can enable/disable multi-factor authentication for internal users and taxpayers.
Account Passwords
This section determines the firms' password settings for users. Users will be required to reset their passwords anytime the policy is changed.
  1. Select
    SSR Default
     to use the default password policy provided by SafeSend OR
  2. Select
    Firm Defined Policy
     to edit the
    Character Types
     options.
    • Mark
      Upper Case
       to force users to include at least 1 capital letter.
    • Mark
      Lower Case
       to force users to include at least 1 lower case letter.
    • Mark
      Numbers
       to force users to include at least 1 Number.
    • Mark
      Special Characters
       to force users to include at least 1 special character.
    • Select a
      Minimum Number of Characters
       for the password from the dropdown.
    • Select a
      Maximum Password Age
       that the password can be from the dropdown.
      • After the password expires, the user will be prompted to create a new one.
  3. Select
    Apply Changes
     to save any changes made.
Single Sign On
The firm can enable/disable
Single Sign On
 for internal users.
Vouchers & Invoices
Custom Authorities
Add a custom authority to apply to e-file forms and vouchers not automatically recognized by Returns. All state and federal e-file forms and vouchers should be automatically recognized. Not all city/county forms are recognized.
  1. Select
    Add
    .
  2. Select the
    State
     dropdown to select the state for the authority.
  3. Type into the
    City
     field to enter a city name.
  4. Type into the
    Online Payment URL
     field to add a default online payment URL for the authority.
  5. Select the
    Prefix State Code with City Name
     checkbox to prefix the city name with the state abbreviation (optional).
  6. Select the
    Activated
     checkbox to make the authority available to processors.
  7. Select
    Add
     to save the new authority.
Account Management
Account Management is where you configure basic settings such as your firm's address, branding, and users. You can also review how many returns you've purchased and a usage report of activity on your account.
My Company
My Company
 contains settings about your firm's primary address, main system administrator, and what products will be available to users in the firm. Refer to our Account Management article for more information.
Company Account Details
  • Enter your company information such as name, phone, website, and the address for your
    primary
     office location. Other locations can be added later.
Primary Admin
  • The primary admin will be set to the 1st user added when your account was created. Any user in the System Admin group can change this at any time. Users can be selected from those entered in User Management.
Company Account Details
  • Company Account Details
     shows the subscription tier your firm has purchased along with a list of available products in SafeSend. System administrators can turn on or turn off any products as needed.
note
  • Returns are a required product and can't be turned off.
  • When enabling or disabling SafeSend products, the change is effective immediately.
  • Contact your customer success representative if you need to change your subscription tier.
Branding
The branding section lets you specify logos and colors to use in product pages and email notifications.
  • Logos can be in PNG or JPEG format.
  • Logos can't be larger than 300 pixels in width x 100 pixels in height.
  • Delete any existing logos by selecting the
    Delete
     button.
Company Logo
  • This logo will be displayed on all SafeSend application pages, taxpayer-facing pages, emails, and notifications.
Company White Logo
  • This logo will be displayed on all SafeSend application pages where there is a colored background.
Color Palette
  • These colors will be used on all taxpayer-facing pages and email notifications.
User Management
User Management is where you can add users, delete users, and configure settings for users who will access products in SafeSend. The Groups control the activities that a user can perform.
Add User
  1. Select
    User Management
    .
  2. Select
    Add User
    .
  3. Enter the new user's information.
    • Each field with a
      *
       is required.
    • If multi-factor authentication (MFA) is active, 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 will still appear in the reporting sections. Any documents in process will be unassigned from the deleted user.
  1. Select
    Edit
     to update user details.
  2. Select
    Delete
     to remove the user.
  3. Select the ellipses (...) under
    Actions
     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
    .
    • This can be a general description of what roles this group has.
  5. Select the
    Roles
     to be applied 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.
    • 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
    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. Turn 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
User Permission shows any users that have requested to use the Office 365 Single Sign-On feature. System administrators can choose to grant or deny access to these users.
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 will populate automatically for newly uploaded items.
Payment History
In
Payment History
, system administrators can review the firm's subscription tier, all in-product purchases, invoice records, and purchase additional returns. You can filter records by date range and export them to an Excel spreadsheet.
note
  • The Current Returns Balance displays a real time count of returns that can be delivered.
  • Accounts are never turned off for going negative. Should you account go negative, contact your customer success representative as soon as possible.
Purchasing additional credits
  1. Select
    Purchase
    .
  2. In the pop-up, enter the quantity of returns to add to your account.
  3. Select
    Add
    .
  4. Select
    Proceed
    .
  5. View the order summary.
  6. Select
    Proceed to Payment
    .
  7. Follow the instructions on the screen to complete your purchase.
Usage Report
The usage report shows how many returns, organizers, extensions, and signature documents your firm has delivered. You can filter reports by return type (for returns and extensions), date range, and print or export them to an Excel spreadsheet.
Running a usage report
  1. Use the
    Product Type
     dropdown to select a product.
  2. (Optional) Use the
    Return Type
     dropdown to select a return type.
  3. Use the date range dropdown to select a date range.
  4. Select
    Run Report
    .
Return Settings
The Return Settings menu lets firm administrators update and save global default settings for Returns.
  1. Select the
    Navigation Widget
    .
  2. Select
    Tax Returns.
  3. Select
    Settings
     in the left panel.
  4. Select the section you want to go to.
Saved Messages
Here you can add, preview, and change
Saved Message
 templates that you can apply while processing a return. Saved message sections:
  • Saved Messages
    : The message appears after the taxpayer authenticates and selects to begin.
  • Attachment Instructions:
     This message appears in the
    Review > Attachments
     section on the taxpayer side (if attachments are included with the return).
  • Paper File Instructions:
     This message appears before the taxpayer views their paper file return (if paper file returns are included and enabled).
Add a New Message
  1. Select the blue plus button next to
    Saved Messages.
  2. In the window that appears, enter the
    Name
     of the message that will display in the list.
  3. Enter the text that will display. HTML format options are available.
  4. Check
    Allow users to edit before sending
     to let users edit the message in the
    Delivery Options
     section.
  5. Select to expand the
    Show Variables List
     to include fields in the message that will automatically fill with relevant taxpayer data.
  6. Turn the
    Default
     switch to
    On
     to make this message the default for all returns during processing.
  7. Select
    Add
     to finish the message and return to the
    Saved Messages
     screen.
note
To insert images, copy and paste them from another program.
Edit a Saved Message
  1. Select on a saved message from the message list. A preview of the message appears.
  2. Select on the
    Edit
     button to bring up the editing window.
  3. You can do the following:
      • Change the name of the message.
      • Set the message as the default message to use when processing extensions.
      • Edit the body of the message in rich text format. This lets you change the font size, style, alignment, and color.
      • Let firm users edit the message before sending the extension.
  4. Select
    Save
     when you are done making changes.
Client Instructions
Throughout the return process, clients receive email messages that contain instructions for filling out, reviewing, signing, and downloading their returns. They also receive reminders if they haven't reviewed or signed their returns, or if they have a payment due. The following is a list of the email messages and their purpose.
Messages can be added, deleted, or edited by using the controls on the screen. The editing options are the same as those for the
Saved Message
 section.
note
Whichever message is marked as the
Default
 is sent to all return recipients. These templates can't be selected on a return-by-return basis.
Message
Description
Initial Email
This is the 1st message sent to the client when the return is delivered.
Review and Sign Extension Reminder
This is a reminder email sent to the client per the options set during delivery.
Voucher Reminders
This reminder email is sent prior to the voucher due date to clients.
Download E-Signed Forms
This message is sent to clients once all required parties have completed e-signing the forms in the return.
Payment Instruction
This email is sent when the client requires a payment.
Invoice Payment Success Mail Notification
The client receives an email message when their invoice is successfully paid (only applies when
Stripe
 is used).
Voucher Revision Mail Notification
This notification is sent to the client when the firm uploads new estimated vouchers to the return.
Vouchers & Invoices
Payment Vouchers
Setting
Description
Enable payment voucher reminders
When enabled, our system sends out automated reminders [ X ] days before the vouchers are due.
Set default reminder to
Select the
default reminder
 period via the dropdown to determine how many days before the due date our system will send those reminders out.
Receive an email notification when your client adds payment information
When enabled, users receive email notifications when clients enter their payment information into our system.
note
We don’t track the payments from the actual authority, only if the client adds the details to our system.
Default Voucher Due Date
Select the preferred policy for voucher due dates when not printed on the page.
Setting
Description
SSR Default Due date
The default voucher due date is automatically applied to all vouchers.
Voucher Form
The voucher date is pulled from the page when possible, otherwise, it will use our defined
Voucher Due Date Policy
.
Invoices
Setting
Description
Enable Invoices
Turn on to let invoices be sent with returns.
Allow user to send without invoice
Mark the checkbox to let users send returns without an invoice.
Allow user to replace invoice
Mark the checkbox to let users replace the printed invoice in the uploaded return.
Invoice Payment Processing Options
Setting
Description
Stripe
Select the radio button to turn on
Stripe
 integration.
Third Party URL
Select the radio button to turn on payment through a
Third Party URL
. Select this option to enter a URL that our system will redirect to for invoice payments.
Make Payment outside of SSR System
Select the radio button to
Make Payment outside of SSR System
. This will turn off all payment methods when selected. Payments will be processed outside of our program.
eSign Options
1040 Forms
Setting
Description
E-Sign all returns
Select the radio button to turn on electronic signature on all return types.
Manually sign all returns
Select the radio button to turn off the eSignature process on all 1040s.
1040 Knowledge-Based Authentication
Setting
Description
Use Knowledge-Based Authentication to initiate the Signing Process (Required by IRS)
Mark the checkbox to turn on the KBA process for clients before e-signing.
Use Knowledge-Based Authentication to initiate the Signing Process for delegated signers (Required by IRS)
Mark the checkbox to turn on the KBA process for delegated signers
Allow ERO Signature Stamps
Setting
Description
Use ERO Signature Stamps
Mark the checkbox to let a Partner/ERO user upload a digital copy of their signature into the program to place onto returns.
Enabled ERO Stamp Delegation
Mark the checkbox to let the Partner/ERO stamp be applied automatically as users go through the preparation process.
Additional Document for E-Sign
This setting lets you create specific document types that a user in the firm can select when uploading additional documents for e-signing. By default, Engagement Letter, Consent Form, and Others are available options. To add or edit document types:
  1. Enter a new name for a document type in the
    Column Value
     field.
  2. Select the green [ + ] button to add the new document type to the list.
  3. Select the
    Edit
     pencil to change the name of the document type.
  4. Select
    Delete
     to remove the document type from the list.
Signer Delegation
Setting
Description
Individual (1040) Returns
Turn on signer delegation for 1040 returns.
Entity (1041, 1065, 1120, 1120S) Returns
Turn on signer delegation for entity returns.
Business & Trust Returns
Setting
Description
Enable E-Signatures for Business & Trust Returns
Mark the checkbox to turn on eSignature for non-1040 returns.
Automatic Signing Reminders
Setting
Description
Enable Automatic Signing Reminders
When enabled, our system sends out routine signature reminders.
Set default reminder to
Select the
default reminder
 period for signature requests.
Send default SMS Text Reminder before ___ from due date.
Turn
On
 to send a text notification
X
 number of days before the due date.
E-File Forms Settings
If a date and/or title is already printed on the return from your tax application, you can prevent Returns from also placing that information on the form.
Setting
Description
Do not insert dates on the E-File forms
Mark the checkbox to remove automatic date fields from e-file forms during processing.
Do not insert Name and Title on the Entity E-File Forms
Mark the checkbox to remove title boxes from e-file forms during processing.
General
Delivery Options
Setting
Description
Allow the Staff user group to deliver Tax Returns
Mark the checkbox to give users in the Staff group the ability to deliver returns.
Allow any internal user to Distribute K1's
Mark the checkbox to let users enter the return and send K-1 schedules on the client's behalf.
Download Options
Setting
Description
Transmittals
Select how transmittals are downloaded, either
Include in the Tax Return PDF
 or
Create a Separate PDF
 for the tax return and transmittals.
Payment Vouchers
Select how payment vouchers are downloaded, either
Separate by Quarterly Due Dates
 or
Group in Single PDF.
Filing Option
Setting
Description
Paper File Returns
Switch
on
 to turn on the
Paper File
 tab during processing.
Customize Delivered Report
A custom column can be added to the Delivered Returns and Archive Returns sections for reporting.
To add or edit a custom column:
  1. Enter the name of the custom column into the
    Column Name
     field.
  2. Select
    Update
     to save any changes to the
    Column Name
    .
  3. Select
    Delete
     to remove the
    Custom Column
    .
  4. Enter a new
    Column Value
     in the available text field.
  5. Select
    Add
     to add the column as a new selection in the
    Custom Column
    .
  6. Select
    Edit
     to adjust the name of a
    Column Value
    .
  7. Select
    Delete
     to remove the
    Column Value
     from available selections.
Integration
Setting
Description
TaxCaddy™
Switch
on
 to turn on the integration with TaxCaddy™ and enter your TaxCaddy™ key.
Download PDF
Setting
Description
Enable
Switch
on
 to let users add the
Download PDF
 option to the
Finish
 step during processing instead of sending it via email to the client.
Footer
Setting
Description
E-File Form
Switch on to add a
Powered by SafeSend Returns
 logo on the footer of e-file forms.
Watermarks
Watermark templates can be created in the
Settings
 menu and applied during processing.
  1. Switch
    Watermarks
     feature on.
  2. Enter a name into the
    Name
     field.
  3. Select the
    Add
     icon to open the
    Watermark Settings
     window.
  4. Edit the watermark using the
    Selection Panel
    .
    • Add or edit the
      Name
       of the watermark.
    • Enter the
      Watermark Text
       to be displayed on the pages.
    • Select the Watermark's
      Font Size
      .
    • Select the
      Font
       style of the watermark.
    • Select the
      Opacity
       of the watermark.
    • Select the
      Color
       of the watermark.
    • Select the
      Default
       switch to apply the watermark to all returns automatically.
    • Move the watermark to a location on the page. Use the
      Resize
       handles to grow and shrink the font area, and the
      Rotate
       handle to angle the text.
  5. Select
    Save & Close
    .
  6. Select
    Edit
     to open the
    Watermark Settings
     window for the selected watermark.
  7. Select
    Delete
     to remove the watermark from the list.
Delivery options
Setting
Description
Allow the Staff user group to deliver Tax Returns
Mark the checkbox to give users in the Staff group the ability to deliver returns.
Allow any internal user to Distribute K1's
Mark the checkbox to give users the ability to enter the return and send K-1 schedules on the client's behalf.
Download Options
Setting
Description
Transmittals
Select how transmittals are downloaded, either
Include in the Tax Return PDF
 or
Create a Separate PDF
 for the tax return and transmittals.
Payment Vouchers
Select how payment vouchers are downloaded, either
Separate by Quarterly Due Dates
 or
Group in Single PDF.
Filing Option
Setting
Description
Paper File Returns
Switch on to turn on the
Paper File
 tab during processing.
Customize Delivered Report
A custom column can be added to the Delivered Returns and Archive Returns sections for reporting.
To add or edit a custom column:
  1. Enter the name of the custom column into the
    Column Name
     field.
  2. Select
    Update
     to save any changes to the
    Column Name
    .
  3. Select
    Delete
     to remove the
    Custom Column
    .
  4. Enter a new
    Column Value
     in the available text field.
  5. Select
    Add
     to create the value as a new selection in the
    Custom Column
    .
  6. Select
    Edit
     to adjust the name of a
    Column Value
    .
  7. Select
    Delete
     to remove the
    Column Value
     from available selections.
Integration
Setting
Description
TaxCaddy™
Switch on to turn on the integration with TaxCaddy™ and enter your TaxCaddy™ key.
Download PDF
Setting
Description
Enable
Switch on to let users add the
Download PDF
 option to the
Finish
 step during processing instead of sending it via email to the client.
Footer
Setting
Description
E-File Form
Switch on to add a
Powered by SafeSend Returns
 logo on the footer of e-file forms.
Watermarks
Watermark templates can be created in the
Settings
 menu and applied during processing.
  1. Enter a name into the
    Name
     field.
  2. Select the
    Add
     icon to open the
    Watermark Settings
     window.
    • Add or edit the
      Name
       of the watermark.
    • Enter the
      Watermark Text
       to be displayed on the pages.
    • Select the watermark's
      Font Size
      .
    • Select the
      Font
       style of the watermark.
    • Select the
      Opacity
       of the watermark.
    • Select the
      Color
       of the watermark.
    • Select the
      Default
       switch to apply the watermark to all returns automatically.
    • Move the watermark to a location on the page. Use the
      Resize
       handles to grow and shrink the font area, and the
      Rotate
       handle to angle the text.
  3. Select
    Save & Close
    .
  4. Select
    Edit
     to open the
    Watermark Settings
     window for the selected watermark.
  5. Select
    Delete
     to remove the watermark from the list.
K1 Settings & Instructions
Mask/Unmask SSN
  1. Switch
    Mask SSN/EIN on all K1 documents
     on to SSN/EINs on shareholder documents.
K1 Instructions
Returns provide IRS-generated instructional PDFs that are delivered to the K-1 recipient.
  1. Select the
    Tax Year
     dropdown to view/download/replace K-1 instructional documents for different tax years.
  2. Select
    Download
     to download the instructional document.
  3. Select
    Replace
     to replace the provided instructional document with your own.
K1 Email Templates
The firm can edit the email notifications that are delivered to K-1 recipients. The message marked as
Default
 will be sent to all K-1 recipients. Refer to the previous
Saved Messages
 section for additional information about editing options.
  1. Select the blue and white
    Add Message
     to add a new message template.
  2. Select
    Edit
     to edit the selected template.
  3. Select
    Delete
     to delete the selected template.
Security
SS Return Access Options
Set Access settings determine the default for who can and can't review returns after upload. Administrators can review all returns, regardless of settings.
Setting
Description
Default Access set to Everyone
Select the radio button to let all users review all returns after upload.
Default Access set to Individual User
Select the radio button to let only the user who uploaded the return view it.
Let user set additional access to other users before delivery
Mark the checkbox to let the uploader adjust access settings.
Default Access set to Uploaders User Group
Select the radio button to give users in the groups assigned to the uploading user in
User Management
 access.
Screen Share
For security purposes, some firms want to control whether users can share screen with clients. This option can be turned on or turned off firm-wide.
Setting
Description
Enable Screen Share
Turn on-screen sharing for all users in the firm.
Taxpayer Authentication
For 1040 returns, the taxpayer is required to enter part of their Social Security number (SSN). The firm can choose if you would like them to enter the last 4 or first 4 digits of their SSN.
Setting
Description
Last 4 of SSN
Select the radio button to have the taxpayer enter the last 4 digits of their SSN to authenticate.
First 4 of SSN
Select the radio button to have the taxpayer enter the 1st 4 digits of their SSN to authenticate.
Retention Policy
The firm can choose how long to retain standard returns and attest client returns. Returns will automatically be deleted after this retention period. The firm can also decide if it would like to let users override this default setting before the return is delivered.
Setting
Description
Default
Select a
Default
 retention period from the dropdown.
Attest Clients
Select a
Default
 retention period from the dropdown.
Allow any user to override before delivery
Mark the checkbox to let users override the retention period before delivery.
Developer Section
Developer Section
The
Developer Section
 contains advanced settings for firms that want to integrate their existing systems with the SafeSend. It requires firms to have dedicated programming resources and advanced knowledge of application programming interfaces. The
API Developer Portal
 is available for firm programmers. The username/password for the site is the same as their SafeSend username/password.
Wrap-up
This completes your firm account setup. Should you have any questions about the settings listed, contact your customer success representative during the Power User Training class.

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