July 2021 Product News for the SafeSend Suite

July Product News for the SafeSend Suite

Stay apprised of the latest product news regarding the SafeSend Suite and SafeSend Returns. Please read through the product release notes below and visit our Help Center for additional information:

SafeSend Returns Release Notes

With our most recent release, the following enhancements are available:

Grouped Returns

·     Firms can deliver multiple returns to a Managing Member (i.e., Controller, CFO, Assistant, Head of Household) using one access link.

·     Returns can be viewed and managed in a single dashboard by the client or controller.

·     Signer delegation is available for Grouped Returns.

·     There is no additional cost to use this feature.

·     For more information, reference the Grouped Returns section in the Help Center.

Signer Delegation (One-Off Delivery)

·     Firms can deliver returns to an Assistant or Managing Member (i.e., Controller, CFO, Head of Household) for review and subsequent delegate signing.

·     Signer Delegation can be enabled under the SafeSend Returns > Settings > Signatures menu option.

·     There is no additional cost to use this feature.

·     For more information, reference the Signer Delegation section in the Help Center.

Stripe Integration for Client Invoicing

·     Take advantage of invoicing clients and collecting payments from within SafeSend Returns.

·     Stripe is a third-party, online payment processing service. Firms must create and activate a Stripe account to use the integration.

·     This optional functionality gives firms the ability to require their clients to pay invoices in-product prior to accessing a return. Payment requirement can be determined on a return-by-return basis. 

·     Additional fees for Stripe will apply, learn more at https://stripe.com/pricing.

·     For more information, reference the Stripe Integration for Client Invoicing article in the Help Center.

Quick View Reports

·     Firms can view which customers have yet to access a return and / or failed knowledge-based authentication.

·     View options include taxpayer, spouse, or both.

·     Reports can be downloaded.

·     For more information, reference the Quick View Reports article in the Help Center.

Single Member LLC (California)

·     SafeSend Returns now recognizes Single Member Limited Liability Company (SMLLC) returns for the state of California. 

·     Forms for other states can be submitted for inclusion. Please send all forms to support@safesend.com.

SafeSend Signatures Release Notes

With our most recent release, the following enhancements are available:

Stripe Integration to Support Pay As You Go

  • Firms have the option to pay SafeSend Signatures invoices in-product with a credit card (no additional fees).
  • Stripe payment details and invoice(s) will be available in the Payment History report. Other payment types will be available in a future release.
  • Invoicing is done on a month-to-month basis, based on actual firm usage of SafeSend Signatures.
  • For more information, reference the Pay as You Go- Signatures article in the Help Center.

Questions?

If you have questions or need assistance, please contact Support via email at support@safesend.com or phone at (855) 818-3552. You can also use the chat option within our Help Center or the "Report a Problem" option within SafeSend Returns. 

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