1. SafeSend Help Center
  2. New Customer Resources
  3. Usage Guides

Quick Reference Guides: Client Experience

Follow

Use these quick reference guides to help your staff answer client questions. 

Electronic Signatures

Signer Experience

Signer Experience on Mobile

Organizers

Organizers Client Experience

Organizers Client Experience on Mobile

[Video] Organizers Client Experience

Tax Returns

Returns Client Experience 

K-1 Distribution 

K-1 Recipient Experience

Client Experience: Returns on Moblie 

[Video] 1040 Client Experience 

[Video] Entity Client Experience with K-1 Distribution

Extensions

Extensions Client Experience

[Video] Extensions Client Experience 

Exchange

Client Experience: Upload Documents 

Client Experience: Document Request List

Client Experience: Download Documents

Next Gen Gather AI

Gather Client Experience

[Video] Gather Client Experience 

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