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  1. SafeSend Organizers
  2. Getting Started

Getting Started

Onboarding

  • Supported Organizer Types
  • Keys to Success

Print Settings

  • 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
  • Organizer Font Settings for CCH Axcess™

Settings

  • Default Download Options for Organizers
  • Settings: Saved Messages
  • My Settings (Individual User Settings)
  • Settings: General
  • Settings: Client Instructions
  • Settings: Custom Questions

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