SafeSend Returns®

We offer SafeSend to our clients as a secure, electronic tax return and tax organizer delivery system.
SafeSend Returns® has a user-friendly interface that guides you through all aspects of managing your tax return, including reviewing your tax returns, digitally signing required e-file authorization forms, and making any necessary tax payments.
SafeSend Organizers™ allows you to electronically fill out your tax organizer and securely send tax documents directly to your tax advisor.

Benefits of using SafeSend:

• Access your tax returns securely without creating an account or remembering a password.
• Accessible across all platforms: computer, smartphone or tablet.
• Save time by electronically signing e-file authorizations.
• Easily forward an electronic copy of your tax return to a third-party, such as a bank.
• Receive estimated tax payment reminder e-mails.
• Deliver K-1s conveniently and electronically (for businesses).

For more details about SafeSend and user instructions, see Client Experience.