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SafeSend Returns

UTILIZING TECHNOLOGY SOLUTIONS TO BETTER

SERVE YOUR NEEDS

Tracey S. Peters CPA offers electronic tax return delivery through SafeSend Returns™. This system provides our clients with a simple, easy-to-use process for securely reviewing and e-signing their tax return documents. SafeSend Returns is the only electronic system that automates the Assembly, Delivery, Tracking, and Receipt of tax returns.

THE BENEFITS OF SafeSend Returns

Tax Returns are Delivered Securely and With Ease:

SafeSend Returns allows us to deliver your return securely and walks you through the steps of downloading and saving the PDF of your tax return to your device or you can receive your tax return via secure email.

For Individuals:

SafeSend Returns saves you time and allows you to e-sign your 1040 and 540, receive estimated tax reminder emails, and pay your taxes and your invoice directly from your device.

For Businesses:

SafeSend Returns saves you time and allows you to e-sign your 1040 and 540, receive estimated tax reminder emails, and pay your taxes and your invoice directly from your device.

Environmentally Safe:

SafeSend Returns is another way to go green. No more ink, postage or paper which is great for our planet and future generations to come.

Client Benefits:

  • Electronically sign, save, and print your tax documents

  • Access your tax documents for up to 7 years

  • Electronically access your payment vouchers and receive email reminders of payments due

  • Forward your tax documents to bankers and professional advisors via a secure email link

  • Access SafeSend Returns from your computer, smartphone, or tablet

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SafeSend Process: Individual Returns

Step 1

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Receive an email from noreply@safesendreturns.com (be sure to add this email address to your contacts or safe list to ensure it does not go to your spam or junk mail folder).

Step 2

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Click on the secure link to access your tax return.

Step 3

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Complete the identity verification questions to review and complete your tax return.

Step 4

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Electronically sign and return your Federal and State E-File Authorization Forms.

SafeSend Process: Business Returns

Step 1

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Receive an email from noreply@safesendreturns.com (be sure to add this email address to your contacts or safe list to ensure it does not go to your spam or junk mail folder).

Step 2

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Click the secure link to access your tax return. Select 'request access code'. Then enter the code received by email.

Step 3

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Review and download your documents, and distribute K1s.

Step 4

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Print and sign your e-File Forms, and return them to Tracey S. Peters CPA via SafeSend or mail them.

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