Clients who use SafeSend One 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 three 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.

The SafeSend One Return Process

Clients will be able to complete the following process using either their computer, smartphone, or tablet:

1. The client will receive an email from SafeSend One with a unique and secure access link when their tax documents are ready for review. Mark J. Burger, CPA will be included in the email.
2. Once they click on the access link, the client will be asked to complete an identity verification process through the SafeSend One platform.
3. After they have verified their identity, SafeSend One will walk the client through the review and e-sign process with step-by-step instructions.
4. The client will be able to download and save their files once they have reviewed them. (Documents that are downloaded as a zip file cannot typically be opened by smartphones or tablets.)

Need Help?

Review the Individual Return Taxpayer Experience Quick Reference Guide by clicking here

Review the Entity Taxpayer Experience Quick Reference Guide by clicking here

Frequently asked questions and other SafeSend help documents can be found by clicking here

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