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Annie-M

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  • Organizer Font Settings for CCH Axcess™

    1. Getting Started
    2. Print Settings

    It is important to use default font settings when printing organizers. Unique fonts can cause alignment issues, which can shift the placement of fillable boxes and checkmarks.  The menu navigation ...

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    • -1 votes

  • Processing an Organizer

    1. Usage Guides
    2. Send Organizers

    Before an organizer is delivered to the taxpayer, it must be uploaded and processed. The steps below outline how to upload, process, edit, and deliver an organizer. Uploading an Organizer  After...

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    • -1 votes

  • Preparedness Guide

    1. Getting Started
    2. Onboarding

    Welcome to our step-by-step guide to prepare your firm for organizer season and make your experience with SafeSend Organizers easy and seamless.  Getting Started Review Your Print Settings CCH A...

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    • -2 votes