Securely ID is a full-service identity protection and restoration solution that you can offer to your clients and is integrated within your Keystone Tax Solutions software. For detailed information on Securely ID, click here.
To enroll with Securely ID, log in to your Account. Click on Bank Product Info on the left side of the screen. Click on the Ancillary Products Icon.
Check the box to indicate that you want to offer Securely ID. If you would like to receive advertising materials for Securely ID, check the second box:
Turning Securely ID On or Off in Configuration
To activate/deactivate Securely ID in Keystone Tax Solutions, from the Main Menu of the program, select Configuration > Fees / Billing Setup > Advanced Fee Setup > Additional Fees. Change Offer Securely ID to Yes or No. If you would like to charge an additional fee for your clients who enroll with Securely ID, you will be prompted to select the add on amount.
Securely ID Default Selection – If you are enrolled in Securely ID, the program will automatically add the feature and charge the default fee (plus any additional fee you have added in the configuration menu) to every return. The default selection can be changed to No or Always Prompt. If you change the default selection to No, you can manually change the option to Yes inside a tax return. If you change the default selection to Always Prompt, you will be asked if your client would like to enroll in Securely ID when you exit the tax return.
To change the default selection, from the Main Menu of the program, select Configuration > Fees / Billing Setup > Advanced Fee Setup > Additional Fees > Securely ID Default Selection. Select Default to Yes, Default to No or Always Prompt.
Turning Securely ID On or Off in a Tax Return
The default Securely ID indicator from configuration will display on the main 1040 screen in each tax return. To toggle the default selection from inside a tax return, select Securely ID from the numbered list on the left side of the 1040 screen. Keystone Tax Solutions will ask if you would like to enroll your client in Securely ID. Select Yes or No.
Keystone Tax Solutions Technical Support can assist only with configuration of Securely ID within the Keystone Tax Solutions program. All other questions and for any additional information, please contact Securely ID at the phone number included in your welcome email from Securely ID.