Simplifying Your Tax Experience with SafeSend Tools

At JRBT, we’re committed to leveraging technology to make your tax process easier, more secure and more efficient. That’s why we utilize SafeSend Returns and SafeSend Gather, two innovative tools designed to enhance your experience and streamline every step of tax season.

SafeSend Returns

SafeSend Returns revolutionizes the way you receive and manage your completed tax returns. This tool is designed to provide you with a seamless, paperless experience.

• Secure Delivery: Your tax return is delivered to you electronically, ensuring that sensitive information stays protected.
• Effortless Signing: Easily review your return and electronically sign e-file authorization forms from the convenience of your computer or mobile device.
• Online Payments: Make tax payments directly through the platform, saving time and eliminating the hassle of manual payments.
• Automated Reminders: The system sends automated reminders to help you stay on top of deadlines for signing and payment submissions.
• Real-Time Tracking: You’ll have full visibility into the status of your return and can track the entire process in real time.

Watch SafeSend Returns in Action

FAQs for SafeSend Returns

What is SafeSend Returns?
SafeSend Returns is a secure, paperless solution that automates the assembly, delivery and electronic signing of your completed tax return. It simplifies how you review, sign and return documents.

How do I access my tax return through SafeSend Returns?
You’ll receive an email with a secure link to access your tax return. There’s no need for a username or password – simply follow the link and verify your identity.

Can I sign my tax documents electronically?
Yes, SafeSend Returns allows you to electronically sign e-file authorization forms, eliminating the need for printing, signing and mailing forms.

Is SafeSend Returns secure?
Absolutely. SafeSend Returns uses advanced encryption and security measures to protect your sensitive tax information.

Can I make tax payments through SafeSend Returns?
Yes, the platform offers options to make payments online directly from your account, saving you time and ensuring accuracy.

Will I receive reminders about deadlines?
Yes, SafeSend Returns automatically sends reminders to ensure you complete signing or payment tasks before the deadlines.

SafeSend Gather

SafeSend Gather simplifies one of the most time-consuming parts of tax preparation: collecting and organizing your documents. With its intuitive features, this tool ensures a smooth start to your tax season.

• Automated Document Requests: We send a clear, concise list of the documents needed to complete your tax return.
• Smart Document Recognition: The platform recognizes and organizes your uploaded files, even if they’re mislabeled.
• Clear Progress Updates: You’ll have full visibility into what’s been submitted and what’s still outstanding, keeping you informed every step of the way.
• Time-Saving Reminders: Automated reminders ensure nothing slips through the cracks, reducing delays and keeping things on schedule.
• Secure Uploads: Share your documents with us through a secure portal, giving you peace of mind.

Discover How SafeSend Gather Works

FAQs for SafeSend Gather

What is SafeSend Gather?
SafeSend Gather is a document collection tool that streamlines the process of gathering the information needed to prepare your tax return. It simplifies how we request, organize and track your documents.

How does SafeSend Gather work?
You’ll receive an email with a personalized link to upload your documents securely. The system provides a clear checklist of the items required for your tax preparation.

What types of documents can I upload?
You can upload all the necessary documents for tax preparation, including W-2s, 1099s, receipts and other financial records. The system recognizes and organizes your files, even if they’re mislabeled.

Can I track the progress of my document submission?
Yes, you’ll be able to see which documents have been uploaded and which are still outstanding. SafeSend Gather provides real-time updates on your progress.

What happens if I miss submitting a document?
SafeSend Gather sends automated reminders to help you stay on track and ensure nothing is missed.

Is SafeSend Gather secure?
Yes, the platform uses advanced security features to ensure that your documents are protected during upload and storage.

General FAQs

Do I need to download any software to use these tools?
No, both SafeSend Returns and SafeSend Gather are web-based and do not require any software installation.

What should I do if I encounter issues with either tool?
If you experience any difficulties, contact our office, and we’ll be happy to assist you.

Can I use these tools on a mobile device?
Yes, both SafeSend Returns and SafeSend Gather are mobile-friendly, allowing you to manage your tax documents on your phone or tablet.

Will I still be able to provide paper documents if I prefer?
Yes, while these tools are designed to enhance efficiency and security, we are happy to accommodate clients who prefer traditional methods.