SAFESEND

SAFESEND SECURE FILE TRANSFER

You can securely transfer files by using any of the blue "SafeSend Secure File Transfer" buttons found on our website! 

- Click on the SafeSend link above

- Click on the "Add Recipients" bar to view a drop-down list of all our team members.  Select the person you want to deliver documents to OR select Z-General if you are unsure who should receive it.

- Add a subject line and body of the email

- Attach any files for secure transfer

- Hit Send - we will receive a notification of your transfer

 

What is SafeSend?

SafeSend stands as the premier document transfer solution for accounting firms, offering password-free access and secure file transfers across any device.  It provides a streamlined approach to managing tax returns, simplifying tasks such as downloading, uploading, viewing, signing, and remitting payments like never before.

  • Upload and download documents. 
  • Electronic delivery of tax returns
  • Electronically view, sign, save, and print your documents.
  • Electronically distribute K-1's.
  • Make large file transfers.
  • Remit and pay estimated taxes and submit vouchers.
  • Securely forward tax documents to bankers and other professional advisors

 

How To Use SafeSend

Upload Documents

  1. Click on any of our blue "SafeSend Secure File Transfer" buttons found on our website
  2. Click on "add recipients" bar and select a team member you want to send files to.  If you are unsure who should receive your documents, you can select "Z - General" which will then be directed to the correct person by one of our staff
  3. Add a subject line and an explanation of your email in the body
  4. Attach desired files for secure transfer
  5. Hit send - we will receive a notification of your transfer

Download Documents

  1. You will receive an email from noreply@safesendreturns.com
  2. Select "Download Files" to open the secure exchange
  3. Enter your email address where prompted and hit "Verify"
  4. Complete your authentication
    • If you were sent an Access Code, please check your email
    • If you were sent a Q&A from your accountant, enter the answer and hit Authenticate
  5. You can download each document separately or all documents into a ZIP file

Tax Returns

Individual

Business

  1. You will receive an email from noreply@safesendreturns.com
  2. Click "Lets Get Started" to open your return
  3. Click "Get Started"
  4. You will be asked for the last 4 digits of your social security number, hit confirm
  5. Hit "Send Code" to receive your access code - this will be sent to your email or mobile device depending on your preferences
  6. The Code will be valid for 20 minutes or until you use it
  7. You have the option of receiving SMS Text Notifications and can opt out anytime
  8. Once authenticated, you will see steps on how to complete your return on the left hand side and a summary of refunds and payments due - Click "Get Started"

Distribute K-1's

Mobile Device - Individual Returns