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  1. SafeSend Returns
  2. Usage Guides
  3. Client Assistance

Client Assistance

Guides and Resources to help Clients/Taxpayers

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  • Client Experience
  • Grouped Returns: Sharing screens with a controller
  • [Video] 1040 client experience
  • [Video] Entity client experience with K-1 distribution
  • Client Experience: Returns on Mobile
  • Edit/Clear Payment Details - Client Experience
  • Grouped Returns: Managing Member Experience
  • K-1 Email Notification Instructions
  • K-1 Recipient Experience
  • Make Voucher Payments
  • Manual Signing Process - Taxpayer View
  • Resending access links for signed returns
  • Signer Delegation: Managing Member Experience
  • Signer Delegation: Signer Experience
  • Voucher Reminders - Taxpayer Experience
  • WebRTC Screen-Share: Taxpayer Experience

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