The Secure, Effortless Way to Tax Season
SafeSend automates the entire tax process, from sending us your work papers to delivery of your completed return. To comply with IRS data safety regulations and to make tax time easier, we offer SafeSend to all our clients.
Your personal data is your business. Keeping it safe is ours.
SafeSend Gather makes your tax preparation easy and secure. You’ll receive a personalized link to electronically sign documents, complete a simple organizer, and upload your tax files—all in one place. This streamlined process saves you time and keeps your information protected.
SafeSend Returns is an automated delivery, review and signature process for federal and state individual, business and trust income tax returns. Our experts will deliver tax returns electronically with step-by-step instructions to review your return and sign— all from your computer or mobile device. You can easily provide your digitized tax return to bankers, lenders, and other parties as required after the tax season.
It’s fast, completely secure, easy to use, and 100% free to you!
Individual Returns
How it works
- You’ll receive an email from us at [email protected]. Add this email to your safe list to prevent it from going into your spam or junk folders
- Click on the safe link to access your return
- Answer the identity verification questions to review and complete your return.
- Your source documents will be sent to you as electronic copies via SafeSend Returns.
- Electronically sign your e-File Authorization Form (Form 8879).
SafeSend Returns allows you to electronically sign your individual e-file authorization form(s), but it won’t submit your return to the IRS. Once signed, Christianson is automatically notified, and we will then complete the filing process for you, including submission to the IRS.
Business and Trust Returns
How it works
- You’ll receive an email from us at [email protected]. Add this email to your safe list to prevent it from going into your spam or junk folders
- Click on the safe link to access your return
- Select ‘Request Access Code’. Then enter the access code you receive via email into the required field. If you do not receive your code within the 10-minute time limit, please request another code.
- Review and download your documents and distribute K1s (if applicable.)
- Your source documents will be sent to you as electronic copies via SafeSend Returns.
- Electronically sign your e-File Authorization Form (Form 8879).
SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won’t submit your return to the IRS. Once signed, Christianson is automatically notified, and we will then complete the filing process for you, including submission to the IRS.
Why Create Your Secure Portal?
It’s the most secure and convenient way to manage your tax documents.
- Security: Your sensitive tax documents are protected with bank-level encryption.
- Convenience: Easily upload, download, and sign documents anytime, anywhere.
- Efficiency: No more email attachments—track your submissions and signatures in one place.
How it works
- When you receive your Gather request or Return email from [email protected], CLICK the “SafeSend Client Portal” link.
- Enter your email and create a password.
- Follow the prompts to verify your account.
- Start exchanging and reviewing documents securely! Your Portal will populate with previous tax returns and other documents received through SafeSend.
Questions?
Give us a call at 320.235.5937 or email [email protected].
