Logo
Submit a request Sign in
How can we help?

Main Help Center

Getting Started

Usage Guides

FAQ

Troubleshooting

New Product Information

Promoted articles

  • UltraTax CS® Integration

    This article provides instructions on how Ultra...

  • Processing a Return

    Before a return is delivered to the taxpayer, i...

  • Screen Share: CPA Experience

    The screen-share function offers an option to w...

  • Returns Client Experience

    This article outlines the full taxpayer experie...

  • [Video] Entity Client Experience with K-1 Distribution

    The video below shows you a typical entity retu...

  • [Video] 1040 Client Experience

    The video below shows you a typical 1040 return...

  • Role Based Access Control (RBAC)- FAQ

    What is RBAC? A Role-Based Access Control syste...

  • Schedule K-2 and K-3 FAQ

    For the 2021 tax year, the IRS introduced new S...

  • Information Security Overview

    At SafeSend security is very important to us, w...

  • Supported Return Types

    This article contains an up-to-date list of ret...

  • Page Continuously Loading - Login Problems After an Update

    If users experience login problems following a ...

  • Duplicate Return Notifications

    When uploading a return, you may receive a noti...

Can't find what you're looking for?

Let us help you!

Submit a request

© 2024 cPaperless, LLC dba SafeSend. All Rights Reserved.