1. SafeSend Help Center
  2. New Customer Resources
  3. Account Settings

Firm Settings Reference Articles

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Use these quick reference guides to help your System Admin(s) set up SafeSend and help your users set up their personal settings 

SafeSend ONE

Account Management

SafeSend One Settings Overview

Client Portal Overview

Electronic Signatures

Signature Settings

My Settings

Organizers

Organizers Settings

Print Settings for Organizers

Tax Returns

Returns Settings Overview

Integrations

Extensions

Settings Overview

My Settings

Exchange

Download and Install the Outlook Plugin

Exchange Settings Overview

My Settings

Next Gen Gather AI

Gather Settings

Print Settings for Organizers

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