SafeSend Organizers

SafeSend Organizers is a web-based tax organizer that makes it easier for you to provide your information and tax return related documents to us. In addition to updating tax information electronically, you may safely and securely attach documents such as digital files, photos or scanned forms and notes.

What are Organizers?

Organizers, for the most part, help with the collection and submission of client information that is necessary to prepare a tax return. Think about the Organizer this way: the more information that you put in it, is more information that your tax preparer has at their disposal.

Why do we need Organizers?

Simply put, an organizer helps us standardize the workflow throughout the entire preparation and review process. Another benefit of Organizers is that they build on each other, meaning, that every year going forward we can refer to the prior year’s information in order to best assess what is needed.

More Information

You can learn more about the SafeSend client experience in the video and guide linked below.

SafeSend Client Experience Guide