SafeSend allows you to receive your tax return electronically, with built-in step-by-step instructions.  It also allows you to easily share your returns with others directly in the portal, for up to seven years.

You can view and pay estimated and final tax payment vouchers for all returns and extensions directly within the portal.  A notification center within the portal alerts you to new tasks and reminders, with direct links to access and complete them.  Reminders for upcoming payments can be received via email or text.

If you would like additional help gathering your tax documents, SafeSend also offers the ability to receive a detailed tax organizer, combined with a document upload tool.  This tool will let you know what forms you should have (based on your prior year taxes), and allow you to upload and submit those forms electronically if you like. 

With no username or password required, and with a similar look and feel throughout the entire platform, SafeSend makes the whole tax process easy – and not just for the digitally savvy. Nearly 50% of all SafeSend taxpayers are 55+.