New Customer Resources

Getting Started

• Firm Setup Guide
• New User Training
• Best Practices Guide

Templates

• SafeSend Collateral
• SafeSend Organizers Client Email
• SafeSend Returns Client Email

Account Settings

• Firm Settings Reference Articles

Usage Guides

• Firm Usage Reference Articles
• Quick Reference Guides: Client Experience
• Quick Reference Guides: Partner Review

Client Video Library

• [Video] Gather Client Experience
• [Video] Extensions Client Experience
• [Video] Entity Client Experience with K-1 Distribution
• [Video] Grouped Returns Controller Experience
• [Video] Client Portal Experience
• [Video] 1040 Client Experience

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User Video Library

• New User Training
• TicTie Calculate Bookmarking and Repagination
• [Video] Delivered Returns Report Guide
• [Video] Processing a Return
• [Video] Mail Merge Guide

Troubleshooting

• Troubleshooting Reference Articles