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SafeSend Portal
Now that your 2025 tax return has been completed and filed, you may need access to a copy of your return for a variety of reasons — one of the most common being to provide documentation to your financial advisor, lender, or other professional.
The easiest and most secure way to access your tax returns and other documents is through the SafeSend Portal.
To register, you will need to contact our office and we will send you an invitation with a link to begin the registration process.
Access the Client Portal
1. Our firm can send you an invitation email to register for the Client Portal.
2. Click the Register Now button in the onboarding email.
3. Enter your Name.
4. Enter your Email ID.
5. Enter a Mobile Phone Number (optional).
6. Click Verify your email.
7. Enter the Access Code sent to your email.
8. Click Confirm.Type a 6 digit PIN into the Create PIN field (used for future logins).
9. Type the same 6-digit PIN into the Confirm PIN field.
10. Click Create Account.
You will need to remember the 6 digit code for future log-in. You can reset the password in the future if you have forgotten it.
Please note that when you first register, only prior-year tax returns will appear in the portal. Going forward, however, all correspondence, tax documents, and files shared between you and our office will be securely stored there for easy future access.
If you have any questions or need assistance getting started, please do not hesitate to contact our office.
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