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  1. SafeSend Returns
  2. Getting Started

Getting Started

Onboarding

  • New User Training
  • Firm Setup Guide

Integrations

  • UltraTax CS® Integration
  • CCH Axcess™ Integration
  • Lacerte® 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

  • Client Management: Bulk Import or Edit Clients
  • User Management: Bulk Import or Edit Users
  • Multiple Office Locations
  • Account Management: Client Management
  • User Group Definitions
  • Preparer Tax Identification Number (PTIN) Support
See all 7 articles

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