What is SafeSend?
This manual will guide you through the process of accessing the portal and creating a new account. Please follow the steps carefully to ensure a smooth experience.
Why Use SafeSend?
Due to its enhanced security and user-friendly interface, we highly recommend trying SafeSend. It simplifies the tax return process and ensures your information is handled safely.
How to Get Started
To use SafeSend, simply indicate your interest on this year's engagement letter or give us a call. Once your return is completed, you'll receive an email from Lethert, Skwira, Schultz, & Co., LLP.
Follow these steps:
Click the link in the email to receive your access code.
Use the code to retrieve and review your return.
E-sign the return or authorize another individual to sign it.
After approval and signing, access payment information and securely distribute your K-1 forms to the owners, if applicable.
For additional detailed understanding of the SafeSend process, check out the link provided. Or watch these videos to walk you through the process: Individual 1040 Clients and Business Clients with K1 Distribution Process. We look forward to helping you streamline your tax return experience with SafeSend!