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
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
Reporting
Group Returns
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
Quick Reference Guides
- Client Portal Overview
- Embedded Help in SafeSend
- K-1 Distribution: Firm Instructions
- K-1 Information Update Notifications
- Last Login Data
- Paper File Returns