Introducing SafeSend Returns

by Megan Hiles
Logo for SafeSend Returns

It’s that time of year again, tax time is here! Our goal is to take the headache out of the tax filing process – we’re here to help you make tax time less taxing.

Every year, we strive to provide you with the best experience possible, and we take necessary steps to make the process easier and smoother than the year prior.

New this year, we are happy to offer our clients the choice of using SafeSend Returns™ technology. Forget the printers, pens, stamps, envelopes and scanners – take care of the delivery, review and signature of your federal and state tax returns from the convenience of your computer, smartphone or tablet!

Logo for SafeSend Returns

SafeSend Returns is designed to simplify your review of your Tax Return and expedite the required steps for Electronic Filing. Clients who use SafeSend Returns will be able to:

  1. Electronically sign, save, and print their tax documents.
  2. Have a live link to their tax documents for up to seven years.
  3. Electronically access their payment vouchers and receive email reminders of payments due.
  4. Forward their tax documents to bankers and other professional advisors through a secure email link.

How does the SafeSend Returns process work? It’s easy.

  1. Opt in by sending us an email at with SafeSend in the subject line.
  2. You’ll receive an email from Add this email address to your safe senders list to prevent it from getting caught in your spam folder!
  3. Click on the safe link to access your return.
  4. Answer the identity verification questions to review and complete your return.
  5. Electronically sign and return your e-file authorization form (Form 8879).

We feel confident you will enjoy the ease of use and security of this new process, and we look forward to your feedback.  Questions? View this video for step by step instructions. Should you have any additional questions, please feel free to reach out to us at any time.