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SUPPORT

Help with SafeSend

Short walkthroughs for the SafeSend tools we use to work with you — some are videos, some are quick written guides. Pick the one that matches what you need help with.

Getting Around Your Client Portal

Uploading Your Tax Documents

Reviewing & Signing Your Return

Paying Your Estimated Taxes OnlineGuide

Business Owners: Reviewing Your K-1

Managing Multiple Business Returns

Requesting a Filing Extension

Using the Portal on Your PhoneGuide

Signing Your Return From Your PhoneGuide

Sending K-1s to Your Partners or ShareholdersGuide

Receiving a K-1 From Someone ElseGuide