We believe that this tool is necessary to continue providing the quality service our clients have come to expect from us. Including:

  • Increased security around the sharing of your confidential tax documents.
  • An improved turnaround time in preparation of your tax return — we will no longer have the delay of information being routed through the mail, and we will have immediate access to documents without having to provide consideration to an unexpected work from home environment.
  • Simultaneous access to the same tax documents — you will retain a copy of all information you provide to us through the software, which means you will not have to wait for us to process and return any documents to you that you may need as we complete your tax return.
  • Ensures documents are saved and transferred in legible, readable formats eliminating time spent on clarifying indistinct items.


When your tax organizer is ready…

  • You will receive an email from If you do not, please check your Spam or Junk folder and add the email address to your safe sender’s list.
  • The email subject for the first email will be ‘Please review your tax organizer and sign your engagement letter’.
  • The KatzAbosch logo will be displayed on the electronic organizer email.
  • The email will contain a secure “Get Started” link to access your organizer with further directions.



SafeSend Organizer Process


If you have questions or concerns on how this new delivery method may impact your situation please contact your KatzAbosch representative, or call our main number at 410-828-CPAS (2727) and ask to speak to Gia Prediger.


What devices should I use?
We recommend using your computer, but you can use your iPad or tablet. Mobile devices will not work.

What Internet browser should I use?
You can use Google Chrome, Microsoft Edge, or Mozilla Firefox. For Safari you need to use version 11.3 or higher.