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How to Access and Create an Account on the Client Portal

This manual will guide you through the process of accessing the portal, creating a new account, and setting up your personal login credentials. Please follow the steps carefully to ensure a smooth experience.

Lethert uses an electronic delivery system for tax returns called SafeSend Returns. SafeSend Returns allows qualifying clients to review their tax return and sign their e-file authorization form(s) online. Then, SafeSend Returns automatically and securely sends the form(s) back to Lethert, Skwira, Schultz & Co. LLP.

The process is easy. Here’s how it works:

  1. You’ll receive an email from Lethert with a from address of noreply@safesendreturns.com or noreply@safesend.com.

  2. The email will contain a safe link for you to access your tax return.

  3. After clicking on the link, you’ll be asked to enter the last four digits of your Social Security number to review your return.

  4. SafeSend will email you an access code to further verify your identity. Check your spam or junk folders if you don’t see it in your inbox. You must enter the code within 20 minutes of receipt. If you don’t enter the code within 20 minutes, you can request another.

  5. When you’re ready to sign your e-file authorization form(s), you’ll be asked three simple questions to verify your identity.

  6. Once you’ve signed the e-file authorization form(s), your Lethert professional will be notified and will complete the rest of the e-filing process.

Signing In to Your Account

Now that your account is created, you can sign in using your email and the PIN you just set up. Follow any additional instructions provided in the Client Portal to access your account and manage your interactions with the firm.

By following these steps, you should have successfully created and accessed your account on the Client Portal. If you encounter any issues during this process, do not hesitate to reach out to your firm's support team for assistance. Or watch these videos to walk you through the process: Individual 1040 Clients and Business Clients with K1 Distribution Process. Enjoy the convenience of managing your tax-related matters through this secure and efficient platform!