Introducing SafeSend Organizers®
SBF is excited to introduce SafeSend Organizers®- an electronic delivery method for Form 1040 tax organizers.
Benefits of using SafeSend Organizers
- Receive your tax organizer electronically and securely.
- Sign your engagement letter electronically.
- Upload your documents using the camera on your mobile phone or tablet, or upload files from your computer.
- Send directly and efficiently to your accountant as soon as you have completed your organizer.
How it works
- Receive an email from firstname.lastname@example.org.
- Click the safe link, request access code, and enter access code received via email or text to access your tax organizer.
- Upload your documents to the corresponding section of your organizer.
- When you submit your organizer, we will be automatically notified and will add you to the queue for tax return preparation.
- If additional tax documents come in after submitting your organizer, you will still have the ability to upload them after your organizer is submitted.