Annie-M
Articles
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January 24, 2022 SafeSend Organizers Release Notes
We've added new features and fixed some issues for SafeSend Returns. Read below for more information. To see a full list of changes across all products, please see the product release notes article...
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December 20, 2021 SafeSend Organizers Release Notes
We've added new features and fixed some issues in SafeSend Organizers. Read below for more information. To see a full list of changes across all products, please see our December 20, 2021 Product N...
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April 1, 2022 SafeSend Organizers release notes
An update to SafeSend Extensions was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. Saf...
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March 11, 2022 SafeSend Organizers release notes
An update to SafeSend Organizers was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. Saf...
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February 25, 2022 SafeSend Organizers Release Notes
An update to SafeSend Organizers was released. Look below for more information on the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeS...
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Default Download Options for Organizers
Users can configure the default behavior of documents they choose to download. Options include: saving immediately, queuing a download to a personal My Downloads area, and being asked for the prope...
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Lacerte® Print Settings for Organizers and Engagement Letters
This article contains information about the required print settings to use for Lacerte® organizers and engagement letters. For information on how to prepare batch organizers, see Uploading Batch Or...
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Married Filing Jointly Organizers
There are several scenarios in which the organizer is delivered only to the taxpayer, delivered to the taxpayer and spouse at the same time, or delivered to the taxpayer first, then the spouse. Wha...
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CCH® ProSystem fx® Best Practices for Printing Organizers
This article contains information about using CCH® ProSystem fx® organizers with SafeSend Organizers. Follow these guidelines for an optimal experience. For information on how to prepare batch orga...
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CCH Axcess™ Best Practices for Printing Organizers
This article contains information on print settings for CCH Axcess™ organizers that are uploaded to SafeSend Organizers. Follow these guidelines for an optimal experience. For information on how to...