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
Feb. 28, 2023
3-4 pm ET
SafeSend Returns: The Basics and Refresher Training
Tuesdays & Thursdays through
Feb. 23, 2023
Varies
SafeSend Returns Training - CCH Axcess or ProSystem fx
Mondays, Wednesdays,
& Fridays through
Feb. 27, 2023
Varies
SafeSend Returns Training - UltraTax CS
Mondays, Wednesdays,
& Fridays through
Feb. 27, 2023
Varies
SafeSend Returns Training - GoSystem Tax RS
Thursdays through
Mar. 2, 2023
11 am – 1 pm ET
SafeSend Returns Training - Lacerte
Tuesdays through
Mar. 7, 2023
11 am – 1 pm ET
SafeSend Signatures & SafeSend Extensions Training
Thursdays through
Feb. 23, 2023
12:15-1:45 pm ET
SafeSend Organizers Training
Tuesdays & Thursdays through
Feb. 28, 2023
Varies
SafeSend Exchange (Suite Platform) Training
Tuesdays & Thursdays through
Feb. 23, 2023
Varies
Deep-Dive Workshops
Learn the Basics
Recorded
On-demand
The Client Experience – All Return Types
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
SafeSend Exchange
Recorded
On-demand
Grouped Returns
Recorded
On-demand
Reporting
Recorded
On-demand
Organizers
Recorded
On-demand
Tips and Tricks
Recorded
On-demand
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.
Quick Reference Guides
Download and use these Quick Reference Guides to help your staff answer client questions.
Client Awareness and Education Materials
Let your clients know your firm is using trusted SafeSend solutions! Download and share any of the client awareness materials below and point them to our Client Education page for more help getting started.
SafeSend Returns
- SafeSend Returns – “Your return has been sent” email template (docx)
- SafeSend Returns – Product introduction paragraph for Engagement Letters (docx)
- SafeSend Returns – Awareness flyer (PDF)
- SafeSend Returns – Awareness postcard (PDF)
- SafeSend Returns – Awareness social post (jpg)
- SafeSend Returns – 1040 awareness flyer (PDF)
- SafeSend Returns – 1041 awareness flyer (PDF)
- Instructions to Customize PDFs (PDF)