Help Center
Need help with your online client tools? You’ve come to the right place.
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 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.