Logo
Submit a request Sign in
  1. SafeSend Returns
  2. Usage Guides

Usage Guides

Quick Reference Guides

  • K-1 Distribution - Firm Instructions
  • Last Login security pop-up
  • SafeSend Returns Overview - Video
  • Submitting Returns for GoSystem
  • Voucher Management

Processing & Assignments

  • Disable watermarks on specific pages of a return
  • Processing a return
  • Adding a Watermark to the Client PDF files
  • Adding Voucher Payments
  • Adding Voucher Payments Manually
  • Additional E-Sign Documents: Checkboxes and radio buttons
See all 25 articles

Reports (Delivered & Archived Returns)

  • Reports Menu
  • WebRTC Screen-Share: CPA Experience
  • Action Icons (Delivered Returns Report)
  • Adjusting payment reminder settings on returns
  • Delivered and Archive Returns statuses
  • Download E-File Forms and Audit Page
See all 13 articles

Client Assistance

  • Client Experience
  • Grouped Returns: Sharing screens with a controller
  • [Video] 1040 client experience
  • [Video] Entity client experience with K-1 distribution
  • Client Experience: Returns on Mobile
  • Edit/Clear Payment Details - Client Experience
See all 16 articles

TaxCaddy Integration

  • Setting up TaxCaddy with SafeSend Returns
  • Processing a return with TaxCaddy
  • Recalling returns with TaxCaddy

© 2022 cPaperless, LLC dba SafeSend. All Rights Reserved.