SafeSend Organizer Help Page

BENEFITS

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.

HOW IT WORKS

When your tax organizer is ready…

• You will receive an email from noreply@safesendreturns.com. 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.

 

HELPFUL TUTORIAL VIDEO

SafeSend Organizer Process