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Gather Client Experience – SafeSend Gather Please see the Client Experience: Gather on Mobile article to see how the process looks on a mobile device Click on each section below to expand the steps and to see the client experience for accessing, signing, uploading, and completing a Gather request
Client Portal Overview – SafeSend Returns The client can view and access outstanding tasks, upload and download documents, pay vouchers, distribute K-1s, and update settings See our Client Portal Experience article for more information about accessing and using the Client Portal
Client Experience: Download Documents - SafeSend Click Access Client Portal See our Client Portal Experience article for more information Enter your email address Click Verify Complete your authentication If you were sent an Access Code, check your email for the code If you were sent a Q A question, answer the question provided by your CPA Click Authenticate
SafeSend Client Portal User Guide: Simplify Tax Document Management The SafeSend Client Portal is a powerful tool designed to make your tax preparation experience smoother and more efficient If you have questions about setting up or using the portal, our team is here to assist you every step of the way
Returns Client Experience - SafeSend Returns Click Client Panel to change your mobile number or edit your spouse's information The progress bar shows the step the return is currently in Total refunds and payments for the return are displayed on the left Use the bottom arrows to open the panel to view more A quick overview of the steps required to complete your return is displayed
Inside The Client Experience | SafeSend Returns - YouTube Get a closer look at how clients receive emails, navigate through their portal, complete KBA security questions with a 97% success rate, how they complete e-signatures, and more
Delivered: Action Menu - SafeSend Signatures You can only view generate access codes for documents that have access code authentication required OR have a Client Portal account The client must have requested at least one access code for this option to be available
Client Experience: Document Request List - SafeSend Please note: Documents can be uploaded using a laptop, desktop, tablet, or mobile device The Client Portal is not currently compatible with tablets or mobile devices
Organizers Client Experience - SafeSend Organizers This article shows the organizer client view as seen on a desktop Please see the Client Mobile View article to see how the process looks on a mobile device Click on each section below to expand the steps and to see the client experience for accessing, signing, and completing an organizer