The SafeSend Suite including SafeSend Returns®, SafeSend Exchange, SafeSend Gather 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 Gather
An all-in-one way to complete the tax document collection process in a completely paperless and secure manner from start to finish using SafeSend Gather.
Why SafeSend Gather?
- Increased security around the sharing of your confidential tax documents.
- An improved turnaround time in preparation of your tax return — we will no longer have the delay of information being routed through the mail, and we will have immediate access to documents without having to provide consideration to an unexpected work-from-home environment.
- Simultaneous access to the same tax documents — you will retain a copy of all information you provide to us through the software, which means you will not have to wait for us to process and return any documents to you that you may need as we complete your tax return.
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.
