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
Mondays through
Feb. 26, 2024
12:00pm ET
SafeSend Returns: Refresher Training
Mondays through
Feb. 26, 2024
12:00pm ET
SafeSend Signatures & SafeSend Extensions Training
Wednesdays through
Feb. 28, 2024
12:30pm ET
SafeSend Organizers Training
Mondays through
Nov. 6, 2024
Mondays through
Nov. 6, 2024
Nov. 6, 2024
SafeSend Exchange (Suite Platform) Training
Wednesdays through
Feb. 28, 2024
11:00am 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 – All Return Types
Recorded
On-Demand
System Admin & RBAC
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
Recorded
On-Demand
Tips & Tricks
Recorded
On-Demand
