Sharefile Frequently Asked Questions
Wouch, Maloney uses an electronic delivery system for tax returns called SafeSend Returns. SafeSend Returns allows our qualifying clients to review their tax return and sign their e-file authorization form(s) online. Then, SafeSend will automatically and securely send the form(s) back to Wouch Maloney.
Here’s how the process works.
- You’ll receive an email from firstname.lastname@example.org where Wouch Maloney will be indicated.
- Inside the email will be a safe link for you to access your tax return.
- Once inside the linked web page, you’ll be prompted to enter the last four digits of your Social Security number.
- SafeSend will then email your access code to further verify your identity. If you don’t receive your code, check your junk/spam folder. You must enter the code within 10 minutes of receipt. If the code expires, you can request another one.
- Once you’ve reviewed your return and you’re ready to sign your e-file authorization form(s), you’ll be asked three simple questions to verity your identity.
- Once the e-file forms have been successfully signed, Wouch Maloney will be notified so they can complete the e-filing process.
ShareFile: Frequently Asked Questions
Where do the identity verification questions come from?
The questions SafeSend Returns ask are knowledge-based questions pulled from government and credit sources.
You may be asked things like where you lived in a given year, or when you bought your car or home. If you don’t remember the answers to the questions or answer incorrectly, you won’t be able to sign your e-file authorization form(s) electronically.
Instead, you can print, sign, and return your e-file authorization form(s) to Wouch Maloney.
My spouse and I file our return jointly – how can we both sign the e-file authorization form(s)?
- If both spouses have an email address on file, each will receive an email with a link to view the return, answer identity verification questions, and sign the e-file authorization form(s).
- If only one spouse has an email address on file, that spouse will first receive the link with identity verification questions specific to him/her.
- He/she will sign the e-file authorization form(s) then enter an email address for the second spouse.
- The second spouse will receive the email link with identity verification questions specific to him/her and sign the form(s).
- If a couple shares an email address, you’ll receive an email with identity verification questions specific to one spouse.
- After he/she answers the identity verification questions and signs the e-file authorization form(s), he/she can enter the shared email address again.
- A new link will send to the shared email address with identity verification questions specific to the second spouse/signer. He/she will answer the identity verification questions, then sign the form(s).
How do I upload a file to ShareFile?
How do I download my files from ShareFile?
What if I forget my password?
How do I move my files into another folder?
My large file will not upload. What do I do?
- Make sure you have a stable internet connection with sufficient upload speeds.
- If your upload continues to “time-out”, make sure you’re on a wired internet connection or you have a strong WiFi signal.
If you continue to have issues with uploading larger files, please call us (215-675-8364) at Wouch, Maloney so we can help.
What if the download link I received in my email is no longer working?
There can be a few reasons why the link in your email is no longer working. Either:
- The default 30 day retention period on the link has expired.
- You have reached the download limit set by your Wouch, Maloney sender.
- The file(s) has/have since been removed from your ShareFile folder.
If you still need access to the document(s), please contact your accountant at Wouch, Maloney to request access to the file again.
How do I know when something has been uploaded to my folder?
All of our clients by default should get email notifications once something is uploaded to their folder. If the feature has been turned off, you can turn it back on by using the check box inside of your folder or by asking your accountant to turn it back on.
How do I set up Two-Step Verification?
Click here to see our guide on how to set up Two-Step Verification