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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
See all 10 articles

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

  • Frequently Asked Questions (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
See all 14 articles

One-time organizers

  • Processing an Organizer
  • Organizers In-Process

Batch organizers

  • SafeSend Organizers Batch Processing .CSV Template
  • Uploading batch organizers

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