Usage Guides

Send Tax Returns

• Processing a Return
• Add Voucher Payments Manually
• Additional E-Sign Documents Tab
• Attachments on K-1s
• Attachments Tab
• Client Info Tab

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Delivered & Archived Returns

• Screen Share: CPA Experience
• Adjusting Reminder Settings on Returns
• Delivered and Archived Returns Statuses
• Delivered Return: Bulk Action Icons
• Delivered Returns Dashboard
• Delivered Returns: Action Menu

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Reporting

• Role Based Access Controls (RBAC) Permissions Chart
• Account Management: User Management
• Reminder Management
• K-1 Delivered Status
• Quick View Reports
• Account Management: Usage Report

Group Returns

• Grouped Returns: Change or Ungroup
• Grouped Returns: Processing and Delivery
• Grouped Returns Reporting

Client Guides

• Returns Client Experience
• [Video] 1040 Client Experience
• [Video] Entity Client Experience with K-1 Distribution
• Client Experience: Make Voucher Payments
• Client Experience: Manual Signing Process
• Client Experience: Returns on Mobile

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Quick Reference Guides

• Client Portal Overview
• Draft Returns Overview
• Embedded Help in SafeSend
• K-1 Distribution: Firm Instructions
• K-1 Information Update Notifications
• Last Login Data

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