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Help with SafeSend

Open Client Portal ↗ Log in with the email address we have on file.

Step-by-step guides for using your Client Portal. Pick a topic below — most include screenshots, and some have a video too.

Getting Around Your Client Portal+ Video

Sending Files to Your Preparer

Finding & Forwarding Your Tax Return

Uploading Your Tax Documents+ Video

Reviewing & Signing Your Return+ Video

Paying Your Estimated Taxes Online

Business Owners: Reviewing Your K-1+ Video

Managing Multiple Business Returns+ Video

Requesting a Filing Extension+ Video

Using the Portal on Your Phone

Signing Your Return From Your Phone

Sending K-1s to Your Partners or Shareholders

Receiving a K-1 From Someone Else