Annie-M
Articles
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[Video] 1040 Client Experience
The video below shows you a typical 1040 return experience from the perspective of the taxpayer.
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[Video] Entity Client Experience with K-1 Distribution
The video below shows you a typical entity return experience from the perspective of the taxpayer, including K-1 distribution. frameborder="0" allowfullscreen="">
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Grouped Returns: Uploading, Processing, and Delivery
Grouped Returns allow firms to send multiple returns to a controller, CFO, or assistant. The recipient uses one link to access and manage returns. Important The Controller will not be prompted to...
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Best Practices Guide
Welcome to our step-by-step guide to align your firm with our recommended best practices to make your experience with SafeSend Returns easy and seamless. Our most successful customers will tell ...
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Embedded Help in the SafeSend Suite
SafeSend Suite users have access to our embedded help systems; SafeSend Steve and our chat widget powered by Forethought™ AI. SafeSend Steve Through SafeSend Steve, users receive additional informa...
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K-1 Information Update Notifications
When K-1 Shareholder / Partner information is updated by the firm or client, each has the option to notify the other of any changes and/or additions. Info Shareholders / Partners will not be notif...
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Supported Return Types
This article contains an up-to-date list of return types (and their generating tax software) that you can upload into SafeSend Returns. Important Unsupported documents aren't recognized. If you u...
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Firm Setup Guide
Introduction Congratulations! Your account is now active. Before attending your Power User Training class, please go through this guide to configure your firm's settings. Important You must be a ...
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Purchase Additional Returns
You can purchase additional returns from SafeSend Returns. If your balance is running low, simply follow the steps below to add more returns to your account. Please note: Only System Administrat...
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New embedded help guide released within the Client Experience of SafeSend Returns
As of August 15, 2022, your clients will be introduced to SafeSend's new embedded help system to help guide them through different actions and support them through their tax engagement experience. ...