Promoted articles

• Preparedness Guide

  Welcome to our step-by-step guide to prepare yo...

• GoSystem® Tax RS Best Practices for Printing Organizers

  This article contains information about using G...

• Supported Organizer Types

  This article contains an up-to-date list of org...

• CCH® ProSystem fx® Best Practices for Printing Organizers

  This article contains information about using C...

• CCH Axcess™ Best Practices for Printing Organizers

  This article contains information on print sett...

• UltraTax CS® Print Settings for Organizers and Engagement Letters

  This article contains information about the req...

• Lacerte® Print Settings for Organizers and Engagement Letters

  This article contains information about the req...

• Default Download Options for Organizers

  Users can configure the default behavior of doc...

• Uploading Batch Organizers

  This article describes the process for uploadin...

• Processing an Organizer

  Before an organizer is delivered to the taxpaye...

• Client Experience: Organizers on Mobile

  This article outlines the SafeSend Organizers e...

• Downloading Multiple Files at Once

  SafeSend Organizers allows users to download mu...

• Unlocking an Organizer for a Client

  The organizer is automatically locked if a clie...

• Adjusting Reminder Settings on Organizers

  Organizer reminders help taxpayers remember to ...