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
Mondays through
Feb. 26, 2024
12:00 pm ET
SafeSend Signatures & SafeSend Extensions Training
Wednesdays through
Feb. 28, 2024
12:30 pm ET
SafeSend Organizers Training - CCH
Mondays through
Nov. 6, 2024
2:00 pm ET
SafeSend Organizers Training - UltraTax CS, GoSystem Tax RS, Lacerte
Thursdays through Nov. 6, 2024
3:00 pm ET
SafeSend Exchange (Suite Platform) Training
Wednesdays through
Feb. 28, 2024
11:00 am ET
Deep-Dive Workshops
Explore one specific topic or feature of the SafeSend Suite and become a champion in that area!
Learn the Basics
Dec 4
11:30 am ET
The Client Experience – Part 1
Dec 6
11:30 am ET
The Client Experience – Part 2
Dec 11
11:30 am ET
SafeSend Organizers
Dec 13
11:30 am ET
System Admin & User Settings
Dec 18
11:30 am ET
Processing & Delivering Tax Returns, Part 1
Dec 20
11:30 am ET
Processing & Delivering Tax Returns, Part 2
Dec 27
11:30 am ET
Grouped Returns
Jan 3, 2024
11:30 am ET
Reporting & Tracking, Part 1
Jan 8, 2024
11:30 am ET
Reporting & Tracking, Part 2
Jan 17, 2024
11:30 am ET
Document Request List & APIs
Jan 22, 2024
11:30 am ET
Tips & Tricks
Jan 24, 2024
11:30 am ET
