04 Nov Introducing The SafeSend Process
We are pleased to announce a new method to receive tax returns for the upcoming year and we will be implementing new procedures for the annual tax organizer. We have partnered with SafeSend to deliver tax sensitive information through our current Tax Return software. A Quick Guide to SafeSend is provided on our Resources page.
Our goal is to deliver all tax organizers electronically for Tax Year 2024 and beyond. Delivering the organizers electronically through SafeSend will allow you to complete the organizer digitally and attach the pertinent tax documents to the specific page. This will avoid you printing your tax documents or forwarding emails for various documents received and will allow you to attach them to your organizer. If you prefer to print your organizer, fill in by hand and drop off tax documents, you will still be able to do this. Many of our clients have shifted to delivering their tax documents electronically through a secured file exchange and we want to incorporate all aspects of organizing the tax documents into one system. SafeSend allows us to combine these two functions into one efficient process.
As part of the efficiencies of delivering tax documents electronically, you will also have the ability to sign the tax signature documents electronically without the need to print them on paper. SafeSend will deliver a Client Copy, signature documents to be signed electronically, and instructions with vouchers or you’ll be able to access links to make payments electronically once the tax return is completed. We have seen an increased amount of payments being marked late when mailing them and SafeSend allows a simple process to make payments electronically for each jurisdiction.
The SafeSend process will also allow each return to be forwarded to bankers, financial advisors or attorneys upon request through your direct link emailed each year. You will have access to the tax filings for 7 years and will be able to view each return in one location. There is also an ability to pay for the preparation fee through our online payment system once the return is
delivered.
Upon receiving the organizer electronically, you will have the option to choose the delivery method for your tax return: electronically or picking up the return in the office. We will avoid
mailing tax returns near tax deadlines as the mail delivery has not always guaranteed prompt delivery. We would prefer to deliver the return electronically or be picked up in the office for all
income tax filings. SafeSend will not be available for payroll filings nor personal property tax reports. SafeSend can be used to deliver tax notices, QuickBooks files, Accounting Back-ups and other tax related documents securely to staff members. We have a link in the top right corner to send files securely.