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This article applies to:

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

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.
  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.
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.
  1. 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
:
  1. Select
    Edit Contact Person
     to choose who appears as a firm contact for clients using the Client Portal.
  2. Enter
    Contact Person Information
    .
  3. Select
    Save
    .
Client Portal URL
:
  1. Select
    Edit
     to change your Client Portal URL (web address for client sign in).
  2. Enter a new
    Client Portal URL
    .
  3. Select
    Update
    .
  4. Select
    Yes
     to confirm any changes made.
Retention Policy
:
  1. 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.
  2. Select when to
    Notify Taxpayer of Expiry
     using the time frame dropdown.
  3. 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.
  1. Select
    General
    .
  2. Mark the checkbox for the tax application used by the firm.
  3. 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.
  1. Select
    Login to CCH
    .
  2. 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.
  1. Select
    Login to GFR
    .
  2. Enter your GoFileRoom
    Email ID
    .
  3. Select
    Verify
    .
  4. Enter the
    Access Code
     sent to your GoFileRoom Email ID.
  5. Select
    Confirm
    .
  6. Select a
    Drawer
    .
  7. Map items to the correct
    GoFileRoom Index
    .
  8. Select
    Save
     to apply your mapping choices.
  9. 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.
  1. Switch
    GoSystem
     on in the
    E-File
     section.
  2. Enter your GoSystem
    LoginID
    .
  3. Enter your
    Firm
     name.
  4. Enter your
    Location
    .
  5. Enter your GoSystem
    API Key
    .
  6. Select
    Authenticate
     to turn on the integration.
  7. 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
:
  1. Go to the
    Admin
     dashboard.
  2. Select the
    API
     tab.
  3. Select the
    Key Management
     tab.
  4. Select
    Copy Key
    .
SafeSend
:
  1. Select the
    Navigation Widget
    .
  2. Select
    Product Settings
    .
  3. Select
    Integration Options
    .
  4. Select
    Authenticate
     in the
    SPbinder
     section.
  5. Enter your
    SurePrep API Key
    .
  6. Select
    Confirm
    .
Configuration
:
  1. Select the gear icon in the SPbinder section.
  2. Adjust your
    SPbinder Defaults
     as needed.
  3. 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.
  1. 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.
  2. 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.
  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. Use the
    State
     dropdown to select the state for the authority.
  3. Enter the city name in the
    City
     field.
  4. Enter a default online payment URL for the authority in the
    Online Payment URL
     field.
  5. Mark the
    Prefix State Code with City Name
     checkbox to prefix the city name with the state abbreviation (optional).
  6. Mark the
    Activated
     checkbox to make the authority available to processors.
  7. Select
    Add
     to save the new authority.

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