SafeSend Quick Reference Guides

SafeSend quick reference guides for tax returns, organizers, and electronic signatures. Use these links to access step‑by‑step instructions and video walkthroughs for both desktop and mobile experiences.

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

Organizers

Organizers Client Experience

Organizers Client Experience on Mobile

[Video] Organizers Client Experience

SafeSend Electronic Signatures – Non Tax Returns

Signer Experience

Signer Experience on Mobile