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OTH 012

OTH 012

Assessment

Presentation

Professional Development

Professional Development

Easy

Created by

Wendy Thompson

Used 1+ times

FREE Resource

1 Slide • 6 Questions

1

OTH 012 Portals

Some text here about the topic of discussion

2

Multiple Choice

Which SafeSend product is used to send encrypted files via email:

1

SafeSend Returns

2

SafeSend Organizers

3

SafeSend Exchange

4

SafeSend Signatures

3

Multiple Choice

For SafeSend Exchange, what is the retention period for emails send or received:

1

7 days

2

30 days

3

180 days

4

2 years

4

Multiple Choice

Which SafeSend product is used to send documents to clients for electronic signature:

1

SafeSend Returns

2

SafeSend Organizers

3

SafeSend Exchange

4

SafeSend Signatures

5

Multiple Choice

After the Suralink requests have been initially set up, there is no need to monitor client progress or send reminders in advance of the deadline.

1

True

2

False

6

Multiple Choice

Suralink has the capability to send updates to Y&Y and the client once per week, once per day, or multiple times per day.

1

True

2

False

7

Multiple Choice

ClientFlow Portals should be used when:

1

a. They are individual tax clients

2

b. Any business tax client

3

c. ACS Client Access or Payroll clients

OTH 012 Portals

Some text here about the topic of discussion

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