SafeSend

SafeSend is the program that we use to securely provide you with a fillable Tax Organizer, request your signature on your engagement letter, allow you to upload your source documents, and finally to review and sign your completed return. On this page you will find resources for SafeSend including Client Experience videos and guides.

Step-by-step guidance for signing your Engagement Letter, completing your organizer, and securely uploading your source documents

Tax Organizers & Engagement Letters

Clear instructions for reviewing and signing your completed tax returns with ease and confidence

Reviewing & Signing Returns

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