Getting Started

SafeSend Returns Onboarding

• Onboarding Website & Details
• SafeSend Returns - Defaults & Policies
• SafeSend Returns Firm Settings Setup Guide
• Test Returns
• Client Information Example

SafeSend Returns Settings

• Account Management
• Business Returns
• Client Instructions
• General
• Individual User Settings
• IP Restriction

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Helpful Documents

• Client Letter
• Test Returns
• Users Guide
• Webinar Slides: E-Sign 8879 and K-1 Distribution