SafeSend Returns

We are now utilizing SafeSend Returns to deliver tax returns electronically. SafeSend Returns is an intuitive application with a step-by-step, automated filing experience.

Learn More about the SafeSend Client Experience

For a walk-through of the 1040 client experience, including how to e-sign your tax return, click here.

For a walk-through on the business client experience of signing your tax return and sends K-1’s, click here.

Manager/Delegator Experience
Step by step instructions, click here

Delegate/Signer Experience:

For step by step instructions, click here.

Tips for Using SafeSend Returns

  • SafeSend works best with Google Chrome. (Note SafeSend does not work with Internet Explorer.)
  • Some of the verification questions may seem farfetched (they are coming from the LexisNexis database) please answer to the best of your ability. If a question does not apply to you, choose not applicable.
  • If you receive a reminder about your efile forms and believe you have already signed and returned them, please contact us.

SafeSend Returns