Help Center
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safeSend Help
Access Your Tax Forms on SafeSend Portal
- When your tax return is ready to review, you will automatically receive an email from noreply@safesendreturns.com. Be sure to save this email address to your contact list to prevent missed messages in your junk or spam folder.
- Click the link provided in the email. It will send you an access code to either your phone or email. Enter the access code to access your return.
- You may also complete and access your return by logging into your SafeSend Portal.
- SafeSend will prompt IRS identity verification questions to answer in order to review your return.
- You will now be able to electronically sign and access your tax forms.
Document Upload through SafeSend Secure File Transfer
- To upload a file, click on Upload Documents.
- Select your home H&S office from our office menu.
- Enter your email, first name, and last name.
- Indicate which tax year you have documents for and/or questions about.
- Write your message in the message box.
- Select “Attach files” and select all documents you’d like to upload from your files.
- Click “send.”
SafeSend Gather FAQs
Why are you asking clients to submit tax documents electronically this year?
We’ve moved to a more secure, interactive digital process to better protect your information and improve accuracy. SafeSend Gather allows us to collect information in a way that’s clearer, more complete, and more helpful for your tax preparer, while keeping your data far more secure than email or paper mail.
I’ve been a client for many years—why is this changing now?
We truly value our long-standing client relationships. While the process may feel new, these changes help us meet current security standards, legal requirements, and best practices in the tax industry, while continuing to provide the same trusted service you expect.
What is the engagement letter, and why do I need to sign it?
This year, all clients are required to sign an engagement letter before we prepare a tax return. This document outlines the scope of services and is required for compliance and legal purposes. Signing electronically allows us to keep it securely on file and move forward with your return efficiently.
What is the difference between an access code and PIN?
An access code is an auto-generated temporary code sent to your email to verify your identity during registration or login. This is for one-time use. A PIN is a 6-digit number you create and use for future logins to your Client Portal account. This is reusable for your future logins and is personally picked by you during setup.
Why is the tax questionnaire electronic instead of paper?
The electronic questionnaire allows us to ask follow up questions and ensure key details aren’t missed. For example, if you indicate that you moved, the system will prompt you to provide your new address before moving on. This helps your tax preparer complete your return more accurately and efficiently.
I’m not comfortable with technology. Can I still drop off my documents in person?
Absolutely. If needed, you may still bring your documents to the office. However, you will still need to sign the engagement letter electronically. Our team is happy to stay on the phone and walk you through that step if helpful.
Will this really be helpful for my tax return?
Yes. As you complete the questionnaire, it explains which documents are needed based on your answers. Your tax preparer can also see your responses directly, which helps reduce follow up questions and speeds up the preparation process.
Can I still get the paper organizer I’m used to?
Yes. We can email you a copy of the organizer for you to download and print, or you may pick one up at our office if preferred.
I don’t have an email address. What are my options?
If you do not have an email address, you may pick up printed materials at our office. Please note that some steps, such as signing the engagement letter, do require electronic completion. Our team can assist you with this process.
I’m getting a message that my email is invalid. What does that mean?
This usually means your SafeSend Client Portal has not been set up yet. Our team can help you register and get access quickly, just give us a call.
My access code isn’t working. What should I do?
This can happen if multiple codes are requested before one is entered. We recommend closing out of the process, returning to the most recent email, and starting fresh. If needed, our team can stay on the phone with you to help step-by-step.
My spouse and I share one email address, how do we both sign?
That’s okay! If one person has already signed, we can resend the access link so the other spouse can complete their signature. Once both signatures are complete, you’ll be guided back to the questionnaire to continue.
SafeSend Video
Watch this helpful video for more help on accessing your SafeSend Portal.
Need Remote Support?
If you’re working with our IT team and need remote assistance, click the button below to connect through TeamViewer. This secure connection allows our technicians to quickly access your system and resolve issues in real time.
FAQs
When will my return be done?
Once we’ve received all documentation needed to complete your return, our turnaround time is between 3-6 weeks, depending on the complexity of your return and the timing of the receipt of information.
Where’s my refund?
Direct deposit refunds are typically distributed within 3-6 weeks of a completed return. Checks may take longer. You can check the status of your refund on the IRS website. To check the status of your Michigan refund, click here.
Do I need to provide more information for my return?
If more information is needed, a member of the H&S team will reach out to you to gather more documents or to ask further questions.
How long can I access documents in the Portal?
Your returns are stored in the portal for up to 7 years.
Can I see what I uploaded or provided to H&S in the past?
Once you have created your client portal, you will have access to any documents shared from that point on, provided they have not expired. The expiration period is 7 years.
Why use the document upload?
Your privacy and security is our priority. Using our SafeSend Secure File Transfer, we are able to expedite the return process to our software to be able to get your return results quicker while maintaining your privacy.
What does H&S need for my tax return?
You’ll find a list of what we need for your tax return here.