Secure Sharing, Made Easy
To protect your information, we use SafeSend for secure file sharing, electronic signatures, and reviewing your tax returns. It’s a trusted platform that makes it easy to upload documents, review and sign forms, and exchange sensitive information with confidence. It’s secure, simple to use, and helps keep everything in one place.
SafeSend Resources
Step-by-step instructions for reviewing, signing, and sending documents securely.
Need Help with SafeSend?
Access is provided by SMB CPAs. You’ll receive an email with a secure link and simple instructions. Haven’t received it? Contact your SMB team and we’ll resend it.