Promoted articles

• UltraTax CS® Integration

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• Enabling and disabling screen sharing for users

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• Global watermark settings

  System administrators can control whether water...

• SafeSend Returns best practices guide

  Welcome to our step-by-step guide to align your...

• Disable watermarks on specific pages of a return

  In addition to applying a watermark to all page...

• Processing a return

  Uploading a Return To submit a return for pr...

• WebRTC Screen-Share: CPA Experience

  The screen-share functionality from within Safe...

• Reports Menu

  The Reports section allows you to manage delive...

• Grouped Returns: Sharing screens with a controller

  When processing grouped returns, SafeSend Retur...

• Client Experience

  Initial Email The taxpayer receives an email...

• [Video] Entity client experience with K-1 distribution

  The video below shows you a typical entity retu...

• [Video] 1040 client experience

  The video below shows you a typical 1040 return...

• Schedules K-2 and K-3 support FAQ

  For the 2021 tax year, the IRS introduced new S...

• Supported returns for SafeSend Returns

  This article contains an up-to-date list of ret...

• Login problems after an update

  If users experience login problems following a ...

• Duplicate Return Notifications

  When uploading a return, you may receive this n...

• May 2nd, 2022 SafeSend Returns Release Notes

  SafeSend Suite  Help Center and Report a Proble...

• April 8, 2022 SafeSend Returns release notes

  An update to SafeSend Returns was released. See...