Enhancements to the client experience UI within SafeSend Returns will help firm clients understand exactly what steps they need to take in order to smoothly finish the tax engagement process. SafeSend has reimagined the full taxpayer experience, incorporated customer feedback along the way, and added intuitive elements. Firms can make it even easier for clients to complete the tax engagement with new overall organization; easier and more secure access authentication through text; more intuitive icons; new in-browser PDF viewer to review transmittals, tax returns, and attachments; signer-delegation capabilities for business entities; and additional guidance on each step. The new UI will also allow firms to add branding, such as a firm logo, firm colors, or the firm name to the system, maintaining a strong connection with clients.
Steve Dusablon, President and Chief Innovation Officer, commented on the upcoming product release, “In this challenging time where COVID-19 has disrupted life both personally and professionally, our engineers and developers have been working diligently on the release of an updated client experience within SafeSend Returns. These new enhancements will help firms serve their clients in a contactless way, while elevating the client experience and moving firms forward.” He continued, “The new client experience within SafeSend Returns will make it easier for both firms and taxpayers to finish the ‘last mile’ of tax prep quickly and easily, while placing the firm in the spotlight with customizable branding.” Steve added, “I recently previewed the new client experience to current SafeSend Returns customers. The reception was great, and our design team was pleased to hear feedback from firms indicating they didn’t feel our existing client experience could be improved, but they’re really excited to see how their clients will find the new format and layout that much more elegant and intuitive.”
Never before has there been an easier or clearer way to engage with clients remotely while finishing the assembly, delivery, and e-signing of the completed tax return package. Enhancements that directly benefit firm clients include:
Better organization and updated icons have been added to the client experience UI for an even more intuitive process. A progress bar shows a user’s progression as various steps are completed. The new client experience UI offers an easier access authentication process by allowing firm clients to receive an access code by email or text message and complete the login process. For business entities, K-1 distribution has been added directly to the guided client process and easy-to-use signer delegation capabilities are available in this release.
The new client experience UI extends the ease and convenience that firms already love in SafeSend Returns while elevating the firm image in client eyes. In addition, several enhancements will be firm facing, including:
New built-in 3rd party payment processing, powered by Stripe, will be offered in addition to firm-provided links to their own payment systems.
Branding is a new option available to System Administrators under the Account Management menu. It allows firms to upload a color logo and white logo and select brand colors in order to present a firm-branded experience to clients.