SafeSend User Guide

You will gain access to your tax return where you can:

  • Electronically gather tax documents and complete tax organizer.
  • Sign your e-file authorization forms, or print, manually sign, and return to us.
  • Review and save a copy of your completed tax return.
  • Electronically distribute your K-1s to your Partners/Shareholders.
  • View a summary of any balances due or refunds.
  • See if you owe taxes, are receiving any refunds, and your estimated tax payments.

For more details, see Client Experience.