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SafeSend Returns

Electronic Tax Return Delivery Process

CFO is proud to offer our clients a hassle-free way to receive and review income tax returns, as well as e-sign required e-filing forms—right from your computer, tablet, or smart phone! Using the innovative technology of SafeSend Returns, the process is user-friendly and highly secure!

Clients who use SafeSend Returns will be able to:

  1. Electronically sign, save, and print your tax documents.
  2. Have a live link to your tax documents for up to seven years.
  3. Electronically access your payment vouchers and receive email reminders of payments due.
  4. Forward your tax documents to bankers and other professional advisors through a secure email link.
  5. For businesses, electronically distribute your K-1 packages.

SafeSend Returns Process

Clients will be able to complete the following process using either their computer, smartphone, or tablet:

  1. You will receive an email from SafeSend Returns with a unique and secure access link when their tax documents are ready for review. CFO’s firm name will be included in the email.
  2. After clicking the secure access link, SafeSend Returns will walk you through the review and e-sign process with step-by-step instructions.
  3. You will be able to download and save your files once you have reviewed them. (Documents that are downloaded as a zip file cannot typically be opened by smartphones or tablets.)

If you have any questions, please feel free to contact our office at 804-378-0087. Additional help and resources are also available through the SafeSend Returns Help Center.