SafeSend Client Portal

To sign up for the portal, please follow the instructions below.

Click Access Link
Click Sign Up
Create a 6 digit PIN (used for future logins)
Sign into your account

Once signed in you will see any SafeSend action items as well as prior copies of your SafeSend delivered tax returns.

We ask clients to download their information from SafeSend for their records. Please note that the Client Portal is not intended for long-term storage of client files. All files will be available for three years before they expire.

Below is a brief video demonstrating your Client Portal Experience
Client Experience video for using the portal

Client Portal (legacy option):

Notify our office to receive your customized login information
You will receive simple client portal viewing and download instructions
Once new files are posted for you to view, you will receive an email notification