Please follow the below steps and screenshots.
- Open SafeSend Returns
- Go to "Settings"
- Client Instructions
- To the right of "Initial Email"
- Click "Edit Instructions"
- In the subject line add any variables or make any changes you would like. A common variable is <TAXPAYERNAME>
- Click "Update"
This example will now show the Taxpayer name for individual returns and company name for entity returns in the subject line of the email they receive.