CDS Portal

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.

SafeSend Portal