Onboarding website and details
Overview of SafeSend Returns onboarding, account setup, user training, and follow-up support.
Client Onboarding Webpage:
Consulting Call
- In this step, we’ll review the SafeSend Returns Policy Guide.
- Determine your initial rollout process plan.
- Determine Firm-wide user settings and default messages.
- Confirm your print settings meet SSR’s requirements.
Account Setup
- This call is for users (system admins) who will use and manage the program on a consistent basis.
- Perform initial account settings.
- Defaults and options will be discussed.
- Perform a test of the system.
- Provide test returns.
User Training
- All potential users of SafeSend Returns should attend this call.
- This call will begin with a demonstration of the taxpayer experience.
- We’ll walk through at least 2 returns so that every user has a full understanding of how the program works and what options are available based on your firm’s default settings.
- This training will be recorded, and your team will have access to online support material after this call.
Momentum Call
- Within a month of the Staff Training, your assigned Customer Success Manager will follow up with the firm admin to check how things are going and to answer any questions.
- We’ll also reassess your approach and goals for the upcoming tax season. This will include best practices, messaging to clients, and common mistakes to avoid.
