SafeSend Portal has a centralized, easy-to-use taxpayer dashboard, making organization easier and allowing you to collect important documents and tasks all in the same place within a single, secure access point.

SafeSend Organizers  Learn how to complete your organizer electronically and how to upload your supporting source documents.

SafeSend Returns Take a look at the benefits of using SafeSend Returns as our electronic delivery process and learn how SafeSend Returns allows us to deliver your return securely. It also walks you through the steps of processing your return via computer, smartphone or tablet.

For individuals, SafeSend Returns allows you to e-sign your federal and state tax returns, receive tax payment reminder emails, and the ability to download a copy of your tax return.

For businesses, SafeSend Returns allows you to e-sign your federal and state tax returns, receive payment reminder emails, the ability to download a copy of your tax return, and to conveniently distribute K-1s electronically.