Tax Engagement Letters, Organizers, and Document Upload should be completed through SafeSend this year.


SafeSend Tutorials

SafeSend Organizers™

Receive your tax returns securely without the need to setup an account.

Learn more

SafeSend Returns™

Receive your tax organizer electronically and securely.

Learn more

Upload Documents

How to upload a document to us

Learn more

Download Documents

How to download a document sent to you

Learn more