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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

Mondays through
Feb. 29, 2024

2:00 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

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

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

View How-To Videos on YouTube

Looking for guidance on a specific feature? Check out our how-to videos on our YouTube channel.