Promoted articles

• Best Practices Guide

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

• UltraTax CS® Integration

  This article provides instructions on how Ultra...

• Processing a Return

  Before a return is delivered to the taxpayer, i...

• Screen-Share: CPA Experience

  The screen-share functionality from within Safe...

• Client Experience

  This article outlines the full taxpayer experie...

• [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...

• Role-Based Access Control (RBAC)- FAQ

  What is RBAC? A Role-Based Access Control syste...

• Schedule K-2 and K-3 FAQ

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

• Information Security Overview

  At SafeSend security is very important to us, w...

• Supported Return Types

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

• Page Continuously Loading - Login Problems After an Update

  If users experience login problems following a ...

• Duplicate Return Notifications

  When uploading a return, you may receive a noti...