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  1. SafeSend Returns
  2. Getting Started

Getting Started

Onboarding

  • Best Practices Guide
  • Onboarding Website & Details
  • SafeSend Returns Firm Setup Guide

Integrations

  • UltraTax CS® Integration
  • GoSystem® Tax RS Integration
  • Stripe Integration for Client Invoicing

Settings

  • Adding Custom Authorities
  • Custom Column Setup & Usage
  • Enabling Single Sign-On (SSO)
  • IP Restriction
  • Managing Retention Policy
  • Multi-Factor Authentication (MFA) for Firm Users
See all 15 articles

Account Management

  • Preparer Tax Identification Number (PTIN) Support
  • Account Management

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