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Firm Education & Training for SafeSend Solutions

Even with an intuitive technology solution, a little guidance saves time. Take advantage of live free training for your SafeSend solutions as a refresher or to help onboard new employees. Additionally, check out downloadable resources to help you communicate your firm’s adoption of SafeSend with clients.

Free Live Training

Get your team up-to-speed with SafeSend solutions. Trainings are offered free of charge and topics are updated throughout the year.

SafeSend Returns

What's New in SafeSend Returns

Offered Tuesday, Wednesday, & Thursday
3:00 pm ET / 12:00 pm PT


SafeSend Signatures

SafeSend Signatures:
Getting Started

Offered every Tuesday
3:00 pm ET / 12:00 pm PT


SafeSend Exchange

Using SafeSend Exchange

Offered bi-weekly Wednesdays 1:00 pm ET / 10:00 am PT
Join the call: +1 (312) 757-3121
Access code: 461-322-309


View How-To Videos on YouTube

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