SAFESEND RETURNS

SafeSend Returns

Electronic Tax Return Delivery Process

HBE is pleased to offer electronic tax return delivery through SafeSend Returns. In addition to providing clients with a simple, easy-to-use process for securely reviewing and e-signing their tax documents, this system will help streamline communication between our professionals and those they serve.

Clients who use SafeSend Returns will be able to:

  1. Electronically sign, save, and print their tax documents.
  2. Utilize cloud storage of their tax documents for up to three years.
  3. Electronically access their payment vouchers and receive email reminders of payments due.
  4. Forward their tax documents to bankers and other professional advisors through a secure email link.

 

SafeSend Returns Process

Clients will be able to complete the following process using either their computer, smartphone, or tablet:

  1. The client will receive an email from SafeSend Returns with a unique and secure access link when their tax documents are ready for review. HBE’s firm name will be included in the email.
  2. Once they click on the access link, the client will be asked to complete an identity verification process through the SafeSend Returns platform.
  3. After they have verified their identity, SafeSend Returns will walk the client through the review and e-sign process with step-by-step instructions.
  4. The client will be able to download and save their files once they have reviewed them. (Documents that are downloaded as a zip file cannot typically be opened by smartphones or tablets.)

Should you have any questions, please feel free to contact our office at (402) 423-4343. Additional help and resources are also available through the SafeSend Returns Help Center.