Getting Started

SafeSend Returns Onboarding

• Onboarding Website & Details
• SafeSend Returns Firm Settings Setup Guide

SafeSend Integrations

• UltraTax CS® Integration
• TaxCaddy & SafeSend Returns Integration Video
• TaxCaddy & SafeSend Returns Taxpayer Video
• Sending a Tax Return with TaxCaddy integration

SafeSend Returns Settings

• Account Management
• Client Instructions
• Enabling Multi-Factor Authentication (MFA) for Firm users
• Enabling Multi-Factor Authentication (MFA) for Taxpayers
• Enabling Single Sign-On (SSO)
• IP Restriction

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Helpful Documents

• SSR - Best Practices Guide
• System Notifications
• Test Returns - CCH

System Administration

• Signer Delegation: Firm Settings
• Stripe Integration for Client Invoicing
• Account Management: Usage Report
• Adding Custom Authorities
• Custom Column Setup & Usage

Print Settings

• CCH Print Settings
• GoSystem Print Settings
• Lacerte Print Settings
• UltraTax CS® Entity Print Settings
• UltraTax Entity Print Settings - 1065, 1120S, 1120 & 1041
• UltraTax Print Settings

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