Please follow the below steps and screenshots.
- Open SafeSend Returns
- Go to "Settings"
- Click on "Client Instructions"
- Scroll to "Initial Email" and click the Edit button on the right, next to Delete.
- In the Subject line add the following tag <TAXPAYERNAME>
- Click "Update"
This will now show the Taxpayer name for individual returns and company name for entity returns in the subject line of the email they receive.