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SafeSend Returns
Getting Started
Getting Started
Onboarding
Best Practices Guide
New User Training
Onboarding Website & Details
Firm Setup Guide
Integrations
UltraTax CS® Integration
CCH Axcess™ Integration
GoSystem® Tax RS Integration
Stripe Integration for Client Invoicing
Settings
Adding Custom Authorities
Custom Column Setup & Usage
Developer Section
IP Restriction
Managing Retention Policy
Multi-Factor Authentication (MFA) for Firm Users
See all 17 articles
Account Management
Multiple Office Locations
Client Management: Import Clients
Account Management: Client Management
User Group Definitions
Preparer Tax Identification Number (PTIN) Support
Account Management