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SECURE DOCUMENT UPLOAD

Upload docs straight to our office with the secure file-sharing platform, Sharefile.

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Pay an invoice

Use our secure credit card authorization form to submit your payment.

UPDATE YOUR INFORMATION

To update your personal information, use this secure form.

HELPFUL LINKS

A list of the most commonly requested or accessed resources, guides and forms

 

FAQ’s and tech support

As a paperless firm with clients near and far, we implement several tools to send and receive financial and tax documents electronically, without jeopardizing your identity. Here is an overview of some of the tools that we use, and how you can learn more about them.

What is Sharefile?

Sharefile is a tool (similar to Dropbox or Google Drive) that we use to send and receive files of all types. Before we started using SafeSend Returns, this was primarily how tax returns were delivered electronically.

What is Safesend Returns?

SafeSend Returns is the electronic delivery system for tax returns that we began integrating in 2016. If you’ve opted to receive your tax return electronically, chances are you will be utilizing this to e-sign your form 8879 or to electronically distribute K-1’s instead of printing and mailing them. The system is safe to enter your SSN into - just look for the padlock symbol in your browser’s URL bar, like so:

secure browser - the doty group, ps

E-file Authorization Forms

After you sign your e-file authorization form (federal 8879 and/or applicable state forms), you will receive an e-mail stating that it was successfully submitted. The e-mail will also contain a link to download a copy of your tax return for your records.

Quarterly Payment Reminders

If estimated payments are included in the copy of your return for your review, you will automatically receive an e-mail reminder 7 days before your payment is due.

Signing your e-file authorization form(s) via SafeSend Returns is NOT the same thing as filing your return electronically.

SafeSend returns is simply a means to sign your authorization form, not to actually submit your return to the IRS. Once you have completed the e-signature on SafeSend returns, our team is notified, and then the filing process will be completed for you - including actual submission to the IRS.

If you are filing a joint return with a Spouse, there are a couple of options when e-signing your e-file authorization(s):

If both spouses have an email address on file, both will receive an email with a link to view the return and sign the e-file authorization form(s). First, one spouse will receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s), and an email link will be sent to the second spouse. The second spouse will answer identity verification questions specific to him/her, then sign the form(s).

  • If only one spouse has an email address on file, that spouse will first receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s) and then enter an email address for the second spouse. The second spouse will then receive the email link with identity verification questions specific to him/her. Once the second spouse electronically signs the e-file authorization form(s), Beene Garter will be notified that signing is complete. 

  • If a couple shares an email address, the primary signer will first receive a link with identity verification questions specific to him/her. After the primary signer signs the e-file authorization form(s), he/she can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse. 

If you do not receive an e-mail with your access code, check your junk or spam folders. If you do not enter the code within 20 minutes, request a new code. You might also search your e-mail for “noreply@safesendreturns.com" - some emails hide junk items very well.

 

Video Tutorials

How to view, download, and sign your tax return with SafeSend Returns

Tip: the identity verification questions that SafeSend asks are knowledge-based questions pulled from government and credit sources. You may be asked things like where you lived in a given year, or when you bought your car or home. If you don’t remember the answers to the questions, or answer incorrectly, you won’t be able to electronically sign your e-file authorization form(s). You can instead print, sign, and return your forms to us.

Taxpayer K-1 Distribution with Safesend Returns