SafeSend integration

[CNLuntaxr]

I'm trying to integrate SafeSend into Lacerte, but the splash screen did not appear, and I can't turn this feature on. I've been using SafeSend independently since last year.  Any help?

[kbroccoli · Accepted solution]

We were having the same issue today and went digging...here's how to add it if the spashscreen doesn't show up:

In Lacerte, go to Settings --> Options.  Make sure the "Client View" option is on "All Clients", then open the Misc group and find SafeSend.  Select SafeSend, and click > to move it to the "Display" column.  You can move it up/down to rearrange the order from there.

The first time you login, it will ask you to enter your subscription key as well - this article was helpful in hunting that down: https://accountants.intuit.com/support/en-us/help-article/other-articles/finding-subscription-key-sa...

Hope that helps!

[CNLuntaxr]

Thanks!  Went looking exactly for this last week and it was not there, and tech support couldn't find it either.  It appears the latest release has added this.  Never did see the "splash screen."

[DatabaseRobert]

We also already had SafeSend installed, so never saw the splash screen.  Thanks for clarifying how to do this!

Robert Kirk
Rockville, MD

[Wads]

Hi there~

I am having no luck even finding Safesend as a choice in the Display tab in 2024 Individual Tax.  It is not in my available options under "Miscellaneous". 

Has anyone else encountered this? 

[kbroccoli]

Hi @Wads , I noticed the same thing when 2024 became available and reached out to SafeSend to ask about it.  Their reply was: "The integration is not available in Lacerte yet because our system is not yet ready to accept 2024 returns. The integration will become available in Lacerte as soon as our system is ready to accept 2024 returns. "  Hope that helps!

[Wads]

Perfect!  Thank you so much!