Client Tools
Access your client tools, helpful resources, FAQs, forms, and more.
My Tools
Document Upload
SafeSend secure File Transfer
Securely upload all requested documents to your H&S team.
My Portal
SafeSend Document storage and access
Review all current or previously provided documents at any time. A central spot to file your taxes and view past year returns.
Payroll Login
Thomson Reuters Payroll Login
If you are a payroll client, login here to view your payroll information.
My Tools
Document Upload
Karbon secure File Transfer
Securely upload all requested documents to your H&S team.
Payroll Login
Thomson Reuters Payroll Login
If you are a payroll client, login here to view your payroll information.
Need Help?
Setting Up My SafeSend Portal
- When your tax return is ready to review, you will automatically receive an email from noreply@safesendreturns.com. B sure to save this email address to your contact list prevent missed messages in your junk or spam folder.
- Click the safe link, request access code, and enter access code received via email or text (if available) to access your return.
- Answer identity verification questions to review and complete your return.
- Electronically sign and return your e-file authorization form
- Your tax returns will remain available in SafeSend for 7 years upon delivery.
SafeSend Exchange
- To upload a file, click on your home H&S office on the SafeSend Exchange menu.
- Enter your email, first name, and last name.
- Indicate which tax year you have documents for or questions about.
- Write your message in the message box.
- Click “send.”