Firm Education & Training for SafeSend Solutions
Deep-Dive WorkshopsEven 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
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)