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Product settings overview

Review Product Settings to manage firm-wide defaults, integrations, security, and client portal options available only to system administrators.

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The Product Settings
menu lets firm administrators update and save global default settings for SafeSend.

note

Only system administrators have access to the Product Settings
section.

Select the Navigation Widget
.

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.
TicTie Calculate Plug-In	Select the Download icon to download the bit version that matches Adobe, not your PC.

API Access
:

Switch API Access
to On
to turn on the Roles Based Access Control
permission check for the SafeSend APIs.

note

When enabled, users can access the APIs without needing the API Developer Role assigned to their account. This is especially useful for firms with straightforward user groups, as it supports smooth software integrations with SafeSend.

SMS text notifications
:

Give clients the option to receive reminders to sign via text message.

Switch SMS Text Notifications
on or off.

When enabled, clients receive a consent pop-up after authentication.

If the client agrees, the consent is valid for 12 months.

Client portal experience
:

Change your Client Portal firm contact, edit your Client Portal URL, and update the retention policy.

Edit Contact Person
:

Select Edit Contact Person
to choose who appears as a firm contact for clients using the Client Portal.

Enter Contact Person Information
.

Select Save
.

Client Portal URL
:

Select Edit
to change your Client Portal URL (web address for client sign in).

Enter a new Client Portal URL
.

Select Update
.

Select Yes
to confirm any changes made.

Retention Policy
:

Select a Retention Period
using the time frame dropdown.

note

If the delivered item retention period is lower than this default period, the lower retention period applies.

Select when to Notify Taxpayer of Expiry
using the time frame dropdown.

Select Update Retention
to save any changes made.

Client Management
:

Use the following options to manage how clients are added to Client Management
.

Extract Client ID's from CCH

When enabled, SafeSend extracts the Client ID from the uploaded PDF file name and fills it.

This feature is only compatible with the default file naming conventions for CCH Axcess.

This feature is not compatible with CCH ProSystem fx.

The default file-naming convention for CCH Axcess must be used:

<Year> <Country Code> <Tax System> <Return ID> <Copy Type> <Version No>
(for example: 2022US I350590 Clnt V1)
.

Reconcile Record settings apply; if Ignore
is selected, no updates are made to Client Management Client IDs.

Add
: All new client records are added without manual approval.

note

If the data conflicts with Client Management, the pop-up still appears.

Ignore
: No pop-up appears for new client records.

note

If the data conflicts with Client Management, the pop-up still appears.

If no clients are added to Client Management, this option essentially turns off the feature.

Confirm
: A pop-up appears for all new client records and any existing records where the data conflicts with Client Management.

Tax application
:

Select the tax application to let your users upload returns printed from that program.

Select General
.

Mark the checkbox for the tax application used by the firm.

Select Apply Changes
to save any changes made.

CCH integration
:

The CCH Axcess integration lets users print returns directly to SafeSend using a dashboard in Returns.

Select Login to CCH
.

Follow the on-screen steps to complete the sign in.

GoFileRoom integration
:

The GoFileRoom integration lets users map SafeSend Returns e-signed documents to specific drawers and indexes. The files can then be sent directly to GoFileRoom from the Delivered Returns report.

Select Login to GFR
.

Enter your GoFileRoom Email ID
.

Select Verify
.

Enter the Access Code
sent to your GoFileRoom Email ID.

Select Confirm
.

Select a Drawer
.

Map items to the correct GoFileRoom Index
.

Select Save
to apply your mapping choices.

Select the Map Account
gear icon to adjust mapping at any time.

Integration Options

E-file
:

This integration lets you release your e-file forms in GoSystem after they are e-signed in SafeSend Returns.

Switch GoSystem
on in the
E-File
section.

Enter your GoSystem LoginID
.

Enter your Firm
name.

Enter your Location
.

Enter your GoSystem API Key
.

Select Authenticate
to turn on the integration.

the Automatic Send E-File
checkbox to release all e-file forms automatically once signing is completed in SafeSend Returns.

SPbinder
:

This integration lets users securely upload Gather documents directly to SPbinder.

A System Admin must copy the API key from SurePrep and enter it in SafeSend to turn on the integration.

SurePrep
:

Go to the Admin
dashboard.

Select the API
tab.

Select the Key Management
tab.

Select Copy Key
.

SafeSend
:

Select the Navigation Widget
.

Select Product Settings
.

Select Integration Options
.

Select Authenticate
in the SPbinder
section.

Enter your SurePrep API Key
.

Select Confirm
.

Configuration
:

Select the gear icon in the SPbinder section.

Adjust your SPbinder Defaults
as needed.

Select Update
to save any changes.

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 are required to reset their passwords at any time the policy is changed.

Do 1 of the following:

Select SSR Default
to use the default password policy provided by SafeSend.

Select Firm Defined Policy
to edit the Character Types
options.

Select password requirements:

Mark Upper Case
to force users to include at least 1 capital letter 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
for the password from the dropdown.

note

After the password expires, the user is prompted to create a new one.

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.

Select Add
.

Use the State
dropdown to select the state for the authority.

Enter the city name in the City
field.

Enter a default online payment URL for the authority in the Online Payment URL
field.

Mark the Prefix State Code with City Name
checkbox to prefix the city name with the state abbreviation (optional).

Mark the Activated
checkbox to make the authority available to processors.

Select Add
to save the new authority.

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Subject: Setup
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Product settings overview

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