Clients can easily & safely transfer files with confidence.  Quicker than mail, cheaper than a courier, and more secure than an e-mail.  Log in to access the portal and immediately transfer your files to your CPA.

We are pleased to offer our clients the ability to automate the delivery, review, and signature of your federal and state individual income tax returns through SafeSend Returns™. User-friendly and highly secure, SafeSend Returns™ is an easier way to manage your tax return.  The process is simple:  Verify your identity, enter an access code, and follow the step-by-step instructions.