SafeSend Onboarding

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SafeSend Onboarding

Description

Content

Getting Started with SafeSend
SafeSend Academy Navigation
Onboarding Timeline
Account Management
Account Management | Welcome & Login
Account Management | Branding
Account Management | User Management
Account Management | Client Management | Payment History | Usage Report
Account Management | Client Management | Payment History | Usage Report
Suite Settings
SafeSend | Product Settings
SafeSend | Product Settings
SafeSend Returns | Global Settings
SafeSend Returns | Settings | Saved Messages & Client Instructions
SafeSend Returns | Settings | Saved Messages & Client Instructions
SafeSend Returns | Settings | Vouchers & Invoices
SafeSend Returns | Settings | Vouchers & Invoices
SafeSend Returns | Settings | E-Sign Options
SafeSend Returns | Settings | E-Sign Options
SafeSend Returns | Settings | General
SafeSend Returns | Settings | General
SafeSend Returns | Settings | K1 Settings & Instructions
SafeSend Returns | Settings | Security
SafeSend Returns | Settings | Security
SafeSend Returns | Process Tax Return
SafeSend | Tax Software Integrations
Upload for Processing
Upload for Processing
Processing a Return Pt I
Processing a Return Pt 1
Processing a Return Pt II
Processing a Return Pt II
SafeSend Returns | Delivered Returns
Delivered Returns Report Pt I
Delivered Returns Report Pt 1
Delivered Returns Report Pt II
Delivered Returns Report Pt II
Grouped Returns
Grouped Returns
Client Experience
1040 Client Experience
Entity Client Experience with K-1 Distribution
Next Steps
Next steps within your Onboarding Journey

Completion rules

All units must be completed
Leads to a certificate with a duration: Forever

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