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What's new
- April 1, 2022 SafeSend Organizers release notes
- March 11, 2022 SafeSend Organizers release notes
- March 4, 2022 SafeSend Organizers release notes
- February 25, 2022 SafeSend Organizers Release Notes
- February 21, 2022 SafeSend Organizers release notes
- February 9, 2022 SafeSend Organizers Release Notes
Getting started
- Supported organizers for SafeSend Organizers
- GoSystem Tax RS best practices for printing organizers
- CCH ProSystem fx best practices for printing organizers
- CCH Axcess best practices for printing organizers
- UltraTax CS print settings for organizers and engagement letters
- Lacerte print settings for organizers and engagement letters
FAQ
Usage guides
- Default download options for organizers
- Downloading multiple files at once
- Unlocking an organizer for a client
- Client Instructions
- Custom Questions
- Enabling & Disabling Source Document Gathering- Video