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SafeSend integration
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?
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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-safesend-lacerte/L1ZGZTNfP_US_en_US?uid=ln0e5leu
Hope that helps!
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