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.
