Client Portal

SafeSend Dashboard

SafeSend Portal

Features:

• Secure Uploads
• All files exchanged, including received and uploaded documents are stored in the Document Repository
• Check to-do items in a task list
• Review balances due, estimates, and make payments
• Review K-1 delivery status and distribute K-1s
• Document storage for 3 years

SafeSend Dashboard User Guide

Secure File Share
(Business and Individual)

Client Secure File Share to send documents to your CPA.

Go To Client Secure File Share

Features:

• Secure Uploads
• 24/7 Ability to Upload
• Drag and Drop
• For business or individual clients, with a fast and secure method to upload documents directly to your professional