SafeSend Client Portal
A Centralized, Easy-to-Use Taxpayer Dashboard
SafeSend Client Portal provides taxpayers with a dashboard to seamlessly manage all tax related tasks.
What is the SafeSend Client Portal?
The SafeSend Client Portal provides a centralized location for managing and accessing tax related information and documents. Through the portal, clients can review and sign current year tax returns, securely send and receive files, upload and download documents, and access documents that have been shared by their CPA through SafeSend applications. The portal also allows clients to track outstanding tasks, make voucher payments, distribute K-1s, and manage personal account settings. By bringing these functions together in one secure location, the SafeSend Client Portal enhances organization, accessibility, and efficiency for both clients and our firm.
The portal only contains information and documents associated with services that have been processed through SafeSend. Historical records will be limited to the years for which SafeSend products were used.
SafeSend Client Portal Key Features:
Task List: Clients can see all the tasks from all SafeSend products. Tasks are organized on the page based on product type.
Document Repository: Clients can view, download, search, and sort all files exchanged between them and their CPA, including both received and uploaded documents.
Comprehensive Notifications: Clients can find notifications and reminders for tasks under the Notification Bell, which allows them to access and complete tasks directly by clicking on the respective reminders and notifications items.
Unified K-1 Distribution Page: Clients can view and distribute all entities requiring K-1 distributions on a single page.
Tax Payment Page: Clients can view and pay both estimated and tax payment vouchers for all returns and extensions in a centralized location.
Recent Activity Window: Clients can view and open their most recently accessed files or tasks.
Accessing Your Account
You can access your SafeSend Client Portal by going to https://www.ssportal.com/mmaadvisors or by visiting the Client Portal tab as the top of this webpage. If you do not currently have a SafeSend Client Portal account with our firm and would like to set on up, please contact our office for an onboarding email.
Reference Guide
FAQ
Can the Client Portal be accessed from my tablet or mobile device?
While the SafeSend Client Portal is accessible on tablets and mobile devices, some tasks and features are best viewed on a desktop or laptop.
Can I reset the email ID I use to log in?
You can reset your primary email in the security section of your Client Portal.
What if I forgot the email I used in the past to access my previous Tax Return(s)?
If you are unsure which email address was used, please contact our office to confirm.
Is using the Client Portal mandatory to complete tasks?
No, the Client Portal is not required to complete tasks. You can choose to access tasks from the Client Portal or you can access them from an individual task access link.