WHAT TO EXPECT FROM SAFESEND CLIENT PORTAL

We're excited to introduce a new way of managing your tax documents through SafeSend Gather. This means no more paper organizers—everything is electronic, making it easier and more secure to access your tax information.

• ‍Access all documents in one place – With the SafeSend Client Portal, you can now view all your returns and organizers from one convenient dashboard. No need to search through emails anymore!
• Secure access to past and future documents – Once you click the portal link in any email we send, you’ll be able to see everything we've ever shared with you, not just the document in that specific email.
• No more lost links – To make it even easier for you, we’ve added a link to the portal right here on our website, so you can always find your documents even if you lose an email.

This new process simplifies everything, giving you 24/7 access to your important tax documents in a secure, user-friendly platform.

THREE EASY STEPS TO GET STARTED

1. Check Your Email: You will receive an email with a link to access your SafeSend Client Portal. If you’ve misplaced the email, no problem! You can always visit the portal here to get access.

2. Log In and View Your Documents: Simply log into your portal to view all the returns and organizers we’ve sent you. It’s all in one place for easy tracking.

3. Review and Sign: Once you’ve reviewed your documents, you can sign and submit them electronically, saving you time and hassle.