Client Center

SafeSend Returns

SafeSend ReturnsWe are pleased to offer SafeSend Returns to our 1040 and certain business clients* as a secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes an on-screen review of your return, collection of IRS-compliant e-signatures on e-file authorization forms, and options for making tax payments. In addition, SafeSend Returns automatically sends the e-signed form(s) back to us.

Benefits of Using SafeSend Returns

  • Receive your tax returns securely without the need to setup an account or remember a password
  • Accessible across all platforms: computer, smartphone, or tablet
  • Electronically sign your federal and state e-file authorizations (8879), no printing or mailing necessary
  • Receive payment reminder e-mails
  • Download a copy of your tax return
  • For businesses, conveniently distribute your K-1s electronically
  • Electronic editable tax organizers

* 990 returns excluded at this time

Please Note: The SafeSend Client Experience Video below mentions an online payment option. We continue to partner with CPACharge for our Online Bill Pay solution – see more information below.


ShareFile, our partner for electronically sending/receiving confidential financial documents, provides exceptional security with encryption for email (message and attachments), ease of navigation, and is compatible and accessible from multiple user platforms. If you are interested in learning more about this secure file sharing service, please reach out to us.

Online Bill Pay

We have partnered with CPACharge to offer an easy-to-use online payment solution. The link ( along with a QR code will be printed on our invoices so you can safely and conveniently submit payments via credit or debit card or eCheck online. And yes, the platform is mobile-friendly!

Electronic Invoices

You may now opt in to receiving your invoices electronically through email. No more paper!

Fill out the form below to opt-in! And please be sure to add to your Safe Sender list (in your email program).

Have a Question or Concern?

Send us a note. We're here to help. One of our tax professionals will contact you promptly or at a time you specify.