We are very excited to announce our new client portal and delivery system, SafeSend! SafeSend is a secure, easy to use system that will improve your online experience with our firm. We will be sending out multiple emails over the next couple of weeks explaining the different areas of SafeSend and how they will work for you. We are excited to start off with SafeSend Gather!
Your 2024 Individual Income Tax Organizer will be delivered electronically via SafeSend Gather.
Implementing SafeSend Gather will allow us to complete the tax return collection, preparation and delivery process in a completely paperless and secure manner from start to finish.
- You will receive an email from Fluence at noreply@safesendreturns.com. Add this email to your safe list to prevent it from being categorized as spam or junk.
- If you do not see an email from Fluence at noreply@safesendreturns.com, please check your Spam or Junk Folder.
- For the best experience, we recommend using Google Chrome, Edge or FireFox on your desktop.
- Please save a copy of the email from noreply@safesendreturns.com to access your tax organizer, document request, and engagement letter in the future. Once you have requested the access code and entered it for entry to the welcome page, you will be able to do the below in the following order:
- E- sign your Engagement Letter.
- Answer the Custom Questionnaire (this is required).
- Fill out your tax organizer (this is optional, you can choose to answer the required questionnaire and just upload your source documents.
- Upload Source Documents against a check list. Do not be alarmed when you see the documents categorized and a green check mark appears. That’s the beauty of the product in action.
- As you progress, click Finish to move to the next event.
- Once all documents are uploaded, please mark Finish indicating to your Tax Professional all is submitted for tax preparation.
- Click here to watch a step-by-step video.
The benefits include:
- Increased security around the sharing of your confidential tax documents.
- Improved turnaround time to prepare your tax return – we will no longer have the delay of information being routed through the mail, email and/or scanning of hard copy documents. We will have immediate access to start the preparation process.
- Simultaneous access to the same tax documents – you will retain a copy of all information you provide us through the software, which means you will not have to wait for us to process and return any documents to you that you may need as we complete your tax return.
The following short video will walk you through the organizer experience.
We will be sunsetting the use of NetClient and it will no longer be active as of May 1, 2025. Please use SafeSend to send us all documents starting now.
If you have any questions, please feel free to contact us.