TaxCaddy & SafeSend Returns Integration

Login

Landing page, click upload

Upload the return

Upload is finished, enter Client ID and ERO/Signer, click Submit

Tax return submitted successfully

Under All Assignments, record has been added

Under Actions, click Process Return

Confirm client details from tax return, click Finished

Taxpayer match is found, click Confirm

Deliver to taxpayer

Taxpayer: Notification email is received

Taxpayer: Enters last 4 of SSN and verification number

Taxpayer: Landing page, click Let’s Get Started

Taxpayer: Can download tax documents

Taxpayer: Verifies DOB and consents to e-sign

Taxpayer: Signs document

Taxpayer: Signing is complete

Taxpayer: Receives payment details, click Done

Taxpayer: Has completed all required steps

Before uploading return from SafeSend

Uploaded tax return from SafeSend

Uploaded tax payments from SafeSend

E-sign document uploaded from SafeSend