CDS is transitioning to SafeSend Client Portals.
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.
