The SafeSend Suite including SafeSend Returns®, SafeSend Exchange, and SafeSend Portal makes your life easier. The tools are designed to provide a secure, simple, and efficient way to exchange and access your documents and streamline the tax return delivery process. It is our go-to platform for securely sending or receiving sensitive files.
SafeSend Returns®
SafeSend Returns® is a secure, electronic tax return delivery system.
The Process Is Simple
- Verify your identity for security purposes
- Enter a unique access code
- Follow the easy, interactive steps to review and sign tax return(s).
The Benefit To You
- You will be able to electronically view, sign, save and print your tax documents.
- You will have access to your tax return for seven years.
- You will be able to receive estimated tax payment reminders at a schedule of your choosing.
- You can securely forward your tax documents to anyone you choose, such as a bank.
For additional details, visit SafeSend Returns® Overview page or the Client Guides.
Please note that the default data retention for SafeSend Returns® is 3 years.
SafeSend Exchange
SafeSend Exchange is the secure platform we use to send or receive sensitive files. Whether you’re exchanging tax documents, financial records, or other important files, SafeSend Exchange ensures a safe and seamless transfer process.
The link to use this service can be found in our team member’s email signature or on our website under the “SEND US A FILE” section at the top of the page.
SafeSend Client Portal
SafeSend Client Portal is a secure access to the SafeSend One Suite Documents. Both SafeSend Returns and SafeSend Exchange now include a Client Portal and a Dashboard feature. These tools provide centralized access to your tasks and documents, streamlining the experience during the return process and beyond.
Benefits To You
- Document Repository: A downloadable, sortable, and searchable archive of all documents exchanged between the client and our firm.
- Actionable To-Do List: A clear list of tasks requiring client action.
- Notifications: Comprehensive alerts for critical deadlines.
- K-1 Overview: A summary page displaying all entities requiring K-1 distributions.
- Payment Management: View and pay estimated or actual tax vouchers from one location.
- Recent Access: Quick access to recently exchanged or accessed files and tasks.
Still have questions about SafeSend Suite products? Contact one of our SafeSend experts: Ashlee Fader, Ryan Lindgren, or Mandy Stark.
