SafeSend Organizer Help Page

BENEFITS

We believe that this tool is necessary to continue providing the quality service our clients have come to expect from us. Including:

  • Increased security around the sharing of your confidential tax documents.
  • An improved turnaround time in preparation of your tax return — we will no longer have the delay of information being routed through the mail, and we will have immediate access to documents without having to provide consideration to an unexpected work from home environment.
  • Simultaneous access to the same tax documents — you will retain a copy of all information you provide to us through the software, which means you will not have to wait for us to process and return any documents to you that you may need as we complete your tax return.
  • Ensures documents are saved and transferred in legible, readable formats eliminating time spent on clarifying indistinct items.

HOW IT WORKS

When your tax organizer is ready…

  • You will receive an email from noreply@safesendreturns.com. If you do not, please check your Spam or Junk folder and add the email address to your safe sender’s list.
  • The email subject for the first email will be ‘Please review your tax organizer and sign your engagement letter’.
  • The KatzAbosch logo will be displayed on the electronic organizer email.
  • The email will contain a secure “Get Started” link to access your organizer with further directions.

 

HELPFUL TUTORIAL VIDEO

SafeSend Organizer Process

HOW KATZABOSCH CAN HELP YOU

If you have questions or concerns on how this delivery method may impact your situation please contact your KatzAbosch representative. If you have technical questions about accessing or using your electronic organizer account please do not hesitate to call our main number at 410-828-CPAS (2727) and ask to speak to a member of the administration team.

FREQUENTLY ASKED QUESTIONS

What devices should I use?
We recommend using your computer, but you can use your iPad or tablet. Mobile devices will not work.

What Internet browser should I use?
You can use Google Chrome, Microsoft Edge, or Mozilla Firefox. For Safari you need to use version 11.3 or higher.

I don’t have a scanner. What should I do?
You can use the camera on your phone or iPad to take pictures of documents and then upload them. Please be sure the documents are adequately lit and on a flat contrasting surface for best results.

View this video to learn how to scan on a Samsung Device.

I signed an engagement letter last year, do I need to sign again this year?
Yes, we require a new signed engagement letter each year for each entity.

Can I start the organizer and come back to it later?
Yes! To save your work, click the green “save and continue” button in the bottom right corner.

Can I access the organizer at the same time as my spouse?
While the program allows both taxpayer and spouse to access the organizer simultaneously, we do not recommend it. If both parties make changes, it will only retain what the last person saves.

What does the paper clip icon mean?
Certain pages of the Organizer will show a paper clip icon.  These pages will allow you to directly upload Source Documents that correspond with that page.

I had a major life event (marriage, birth of child, sale of a home), where should I put this in the organizer?
Use the “Notes to Tax Preparer” box in the bottom right corner to notify us about big changes or give additional information about an organizer page. All notes are compiled to a page at the end for your tax preparer to read.

If I type in the Notes section, will my question be seen immediately?
The notes section is not a chat feature but a limited area to provide a quick note to the CPA for the current page you are on.  It will be read once we begin preparing your tax return.

What type of files can I attach?
We prefer PDF files of your tax documents, but can also accept JPEG, Word, and Excel files. If you attach a JPEG photo image, make sure it is legible.

Where can I attach files that don’t have an organizer page? Can I upload tax documents after I have finished my organizer?
After you have completed all relevant fill-in sections of the organizer, click the green “finish” button in the bottom right corner. You will be taken to the home screen where you can click “upload documents” to attach any additional files.

I finished uploading source documents, what is the difference between “Complete” and “Save & Notify Tax Professional”?
When you have completed the organizer and uploaded your source documents, you will be given two options. Select “Complete” if you are confident that you have submitted all your tax documents and are ready for us to prepare your return. Complete will lock your organizer and you will not be able to make changes or add more files. Select “Save & Notify Tax Professional” if you are waiting on additional documents.

I completed uploading documents but have additional files to send, what should I do?
Contact us at 410-828-CPAS (2727) and ask to speak to a member of the administration team to have your organizer unlocked, allowing you to submit more documents.