We hope you are enjoying the new features of SafeSend!

• For those who haven't yet signed an Engagement Letter and completed an Organizer, automated reminders will continue to be sent out this month.
• To upload documents securely, use the red hyperlink in any 2025 email signature from your Tax Manager.
• To access or sign up for a Client Portal, use the green hyperlink in any 2025 email signature from your Tax Manager.
• When you are ready for your Tax Manager to start working on your returns (i.e., 90% of your documents have been uploaded), don't forget to click COMPLETE ORGANIZER so it will show as being ready!
• Please remember to provide passwords on password-protected documents!

If you need assistance with SafeSend Exchange, Gather, or the Client Portal, please reach out to Toni at the Front Desk.

Please click here for a guide to Gather for desktop or mobile.

Please click here for a brief demo of the portal.

In December we reported on the suspension of the January 1 Beneficial Ownership Information filing requirement for businesses, due to a nationwide injunction. Although the Supreme Court granted the government's motion to stay that injunction on January 23, a separate nationwide order remains in place while its appeal proceeds.

So for now, reporting companies are NOT required to file BOI, though they may voluntarily do so, free of charge, using FinCEN's e-filing system: fincen.gov/boi.