Resources

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1040 Client Tutorial

1040 Individual Client Experience –

https://safesendreturns.zendesk.com/hc/en-us/articles/34469047024915-Client-Portal-Experience

https://safesendreturns.zendesk.com/hc/en-us/articles/4405384390547-Edit-Clear-Payment-Details

https://safesendreturns.zendesk.com/hc/en-us/articles/360010788033–Video-1040-Client-Experience

https://safesendreturns.zendesk.com/hc/en-us/articles/360024874914-Client-Experience-Make-Voucher-Payments

Entity with K-1 Distribution Tutorial

Entity Experience with K-1 Distribution – https://safesendreturns.zendesk.com/hc/en-us/articles/360011132693-Entity-TaxPayer-Experience-with-K1-Distribution

SafeSend Signatures Engagement Letter Tutorial

SafeSend Signatures Engagement Letter – https://safesendsignatures.zendesk.com/hc/en-us/articles/1500001995102-Signer-Experience