Tax Return Hub (SafeSend) →

Requires Registration. Contact our office.

• Sign tax engagement letters and tax returns or access tax vouchers.
• Fill out your annual tax organizer and complete a Gather Request. 
• Upload tax documents. 
• Distribute K-1 copies to recipients.
• Retrieve copies of tax returns from 2024 on. 

Client Workspace →

Requires access setup. Contact our office.

• Sign your accounting services engagement letter.
• Upload bookkeeping documents. 
• Chat securely with us.
• Retrieve copies of tax returns prior to 2024.