Secure File Transfer
Get Us Your Documents Fast and Secure
Secure File Transfer is a secure way for us to share documents with you, and for you to provide us with your tax documents safely.
Trying to send a file to your CPA?
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- To send documents, open any email you have received from your CPA and click the Drop-Off link located in their email signature.
- Enter your Email address.
- Enter your First Name.
- Enter your Last Name.
- Click the Remember Me checkbox to have your email address and name auto-populate the next time you use a drop-off link.
- Ensure the document is being sent to the correct Recipient.
- Type a Subject for the message.
- Type a Body for the message.
- Click Attach File(s) to select the document(s) to upload.
- Click Send to generate an access code.
- Enter the access code sent to your email address.
- Click Authenticate to send the document(s) to the firm.
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Access Secure File Transfer in your client portal!
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- Log-in to your SafeSend Client Portal.
- Locate the Documents tab.
- Near the top right of your screen locate Send Files.
- Follow steps 2-9 in the previous section to send your files.
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