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

Client Guides

Guides and Resources to help Clients/Taxpayers

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  • Returns Client Experience
  • [Video] 1040 Client Experience
  • [Video] Entity Client Experience with K-1 Distribution
  • Client Experience: Make Voucher Payments
  • Client Experience: Manual Signing Process
  • Client Experience: Returns on Mobile
  • Client Portal Experience
  • Draft Returns Client Experience
  • Edit/Clear Payment Details
  • Forward a Copy of Your Return
  • Grouped Returns: Controller Experience
  • K-1 Distribution: Taxpayer Instructions
  • K-1 Recipient Experience
  • Screen-Share: Taxpayer Experience
  • Signer Delegation: Client Experience
  • Signer Delegation: Signer Experience
  • SMS Text Notifications
  • [Video] Client Portal Experience
  • [Video] Grouped Returns Controller Experience

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