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 previous year.
We are pleased to announce a streamlined organizer process. Instead of receiving a link with both the questionnaire and full organizer, you will only receive the questionnaire. If you’d like the full organizer, please contact email@example.com. We’ll be happy to send it to you.
Finally, just like last year, your tax returns will be delivered by SafeSend Returns when it is complete.
What is SafeSend Organizers?
SafeSend Organizers is the software you’ll access to upload all of your tax documents electronically before the tax professionals at Corrigan Krause process your return. SafeSend Organizer will email you a link to access the questionnaire where you can answer the questions and upload the appropriate documents in the same place.
Why SafeSend Organizers?
SafeSend Organizers is a great tool for sending Corrigan Krause your necessary tax documentation because it increases the security around the sharing of your confidential tax documents. No more emailing sensitive documents; you’ll upload everything directly to your organizer for our professionals to process. SafeSend Organizer has an improved layout so it’s easier for you to see what you have already uploaded.
The turnaround time in preparation of your tax return will also decrease as our team no longer has to wait on mailed hard copies of your documentation. You will need to use a tablet, laptop, or desktop computer to complete the questionnaire. To upload your tax documents, though, you can simply snap a picture with your smartphone or scan your document and upload the image to SafeSend Organizers on any device. You retain a copy of all the documents you provide through the software, meaning you don’t have to wait for us to process and return any documents to you that you may need as we complete your tax return.
How SafeSend Organizers Work
If we have your email address on file, you will receive an email from Corrigan Krause CPAs and Consultants at firstname.lastname@example.org. We recommend adding this email to your safe list to prevent it from being categorized as spam or junk. In the email, you’ll have a link to sign into your SafeSend Organizer. From here, you can start uploading all of your tax documents. For the best experience, we recommend using Google Chrome.
The Corrigan Krause SafeSend Organizers will roll out soon. All clients with email addresses are automatically enrolled in SafeSend Organizers. If you’d like to add or update your email address to your account, please reach out to your tax team directly, or email email@example.com. If you do not see an email from Corrigan Krause CPAs and Consultants at firstname.lastname@example.org by the end of January 2023, please check your spam or junk folder. If you still don’t see an email from us, please reach out to your tax team directly. Once the Corrigan Krause team has all your documentation, we’ll get working on your return.
What is 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 are able to:
- Electronically sign, save, and print their tax documents.
- Have a live link to their tax documents for up to seven years.
- Electronically access their payment vouchers and receive email reminders of payments due.
- Forward their tax documents to bankers and other professional advisors through a secure email link.
How does the SafeSend Returns work?
- Opt in by sending us an email at email@example.com with SafeSend in the subject line. You must opt in to SafeSend Returns. You will not be automatically enrolled even if you used SafeSend Organizers.
- If you opted in to SafeSend Returns last year, you’re still enrolled, so no action is needed.
- You’ll receive an email from firstname.lastname@example.org. Add this email address to your safe senders list to prevent it from getting caught in your spam folder!
- Click on the safe link to access your return.
- Answer the identity verification questions to review and complete your return.
- Electronically sign and return your e-file authorization form (Form 8879).
Corrigan Krause is here to help
Please feel free to reach out to your tax team directly or email email@example.com with any questions you may have. We look forward to working together this tax season!