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This article applies to:

  • Product: safesend
  • Audiences: Staff

Screen share: CPA experience

Screen sharing lets you work with clients remotely.

Setup

For security purposes, some firms want to control access to screen sharing with clients. System administrators can update this in
Settings
.

Turn the screen share on or off

  1. Go to
    Settings
    .
  2. Select
    Security
    .
  3. Turn
    Enable Screen Share
     on or off for all people at the firm.
  4. Select
    Apply
     to save any changes.

Initiate the screen share

note
The client needs to open their tax return before starting the screen share. After that, the client selects
Share
. If they don't, an error message appears saying, “This link is invalid.”
  1. Go to
    Delivered Returns
    .
  2. Select the
    Action(...)
     menu for the client's return.
  3. Select
    Screen Share
    .
  4. Select a return recipient.
  5. Provide the
    Code
     to the client.
  6. Select
    Share
     after making sure the client entered the code and selected
    Share
    .
    note
    The client is prompted to select the screen they want to share. Once they do this, you can view their screen.
A new browser tab opens with a blank screen, which shows the client's screen once they're connected. If the tax professional closes or refreshes the tab, the link isn't available and the session ends.
When the client is finished, they can close the browser window or select
Stop Sharing
.

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