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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, 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
Jan. 31, 2023

3-4 pm ET

SafeSend Returns: The Basics and Refresher Training

Tuesdays & Thursdays through
Jan. 12, 2023

Varies

SafeSend Returns Training - CCH Axcess or ProSystem fx

Mondays, Wednesdays,
& Fridays through
Dec. 7, 2022

Varies

SafeSend Returns Training - UltraTax CS

Mondays, Wednesdays,
& Fridays through
Dec. 7, 2022

Varies

SafeSend Returns Training - GoSystem Tax RS

Thursdays through
Dec. 7, 2022

11 am – 1 pm ET

SafeSend Returns Training - Lacerte

Tuesdays through
Dec. 7, 2022

11 am – 1 pm ET

SafeSend Signatures & SafeSend Extensions Training

Thursdays through
Feb. 2, 2023

12:15-1:45 pm ET

SafeSend Organizers Training

Tuesdays & Thursdays through
Jan. 12, 2023

Varies

SafeSend Exchange (Suite Platform) Training

Tuesdays & Thursdays through
Jan. 19, 2023

Varies

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.