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Firm Education & Training for SafeSend Solutions

Deep-Dive Workshops

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, Online Training

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

What's New in the
SafeSend Suite

Tuesdays through
Oct. 7, 2022

3-4 pm ET

SafeSend Returns: The Basics and Refresher Training

Thursdays through
Oct. 7, 2022

3-4 pm ET

SafeSend Returns Training - CCH Axcess or ProSystem fx

Mondays, Wednesdays,
& Fridays through
Aug. 12, 2022

M/F: 11 am – 1 pm ET

W: 2-4 pm ET

SafeSend Returns Training - CCH Axcess or ProSystem fx

Mondays, Wednesdays,
& Fridays Aug. 13 through
Oct. 7, 2022

M/F: 11 am – 1 pm ET

W: 2-4 pm ET

SafeSend Returns Training - UltraTax CS

Mondays, Wednesdays,
& Fridays through
Aug. 12, 2022

M/F: 2-4 pm ET

 

W: 11 am –
1 pm ET

SafeSend Returns Training - UltraTax CS

Mondays, Wednesdays,
& Fridays Aug. 13 through
Oct. 7, 2022

W: 11 am –
1 pm ET

M/F: 2-4 pm ET

SafeSend Returns Training - GoSystem Tax RS

Thursdays through
Oct. 7, 2022

11 am – 1 pm ET

SafeSend Returns Training - Lacerte

Tuesdays through
Oct. 7, 2022

11 am – 1 pm ET

SafeSend Signatures Training

Thursdays through
Oct. 7, 2022

2-3 pm ET

SafeSend Organizers Training

Tuesdays through
Oct. 7, 2022

2-3 pm ET

SafeSend Exchange Setup
and Navigation

Wednesdays through
May 18, 2022

1-2 pm ET

Deep-Dive Workshops

Learn the Basics

August 2

1:00 pm ET

The Client Experience – All Return Types

August 4

1:00 pm ET

System Admin & User Settings

August 9

1:00 pm ET

Processing Returns, Part 1

August 11

1:00 pm ET

Processing Returns, Part 2

August 16

1:00 pm ET

Processing Returns, Part 3

August 18

1:00 pm ET

Grouped Returns

August 23

1:00 pm ET

Reporting, Part 1

August 25

1:00 pm ET

Reporting, Part 2

August 30

1:00 pm ET

Tips and Tricks

September 1

1:00 pm ET

View How-To Videos on YouTube

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