Usage Guide

Reports

• Send Reminder Options
• Usage Report

Helpful Tutorials

• Organizer Font Settings for CCH Axcess
• SafeSend Organizers Client Experience- Video Guide
• SafeSend Organizers Client Experience-Step by Step Guide
• SafeSend Organizers Report Overview

One-Time Organizers Experience

• Processing an Organizer
• Organizers In-Process

Batch Organizers Experience

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