View How-To Videos on YouTube
Looking for guidance on a specific feature? Check out our how-to videos on our YouTube channel.
Customer Training
SafeSend Customer Training Throughout the Year
Even with an intuitive technology solution, a little guidance saves time. Take advantage of live training for your SafeSend solutions as a refresher or to help onboard new employees. Trainings are offered free of charge and topics are updated throughout the year.
SafeSend Suite: Beyond Training
Recorded
On-Demand
SafeSend Returns: Refresher Training
Recorded
On-Demand
SafeSend Signatures & SafeSend Extensions Training
Recorded
On-Demand
SafeSend Organizers Training
Recorded
On-Demand
SafeSend Exchange (Suite Platform) Training
Recorded
On-Demand
Deep-Dive Workshops
Explore one specific topic or feature of the SafeSend Suite and become a champion in that area!
Learn the Basics
Recorded
On-Demand
The Client Experience – Part 1
Recorded
On-Demand
The Client Experience – Part 2
Recorded
On-Demand
SafeSend Organizers
Recorded
On-Demand
System Admin & User Settings
Recorded
On-Demand
Processing & Delivering Tax Returns, Part 1
Recorded
On-Demand
Processing & Delivering Tax Returns, Part 2
Recorded
On-Demand
Grouped Returns
Recorded
On-Demand
Reporting & Tracking, Part 1
Recorded
On-Demand
Reporting & Tracking, Part 2
Recorded
On-Demand
Document Request List & APIs
Recorded
On-Demand
Tips & Tricks
Recorded
On-Demand
