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Secure file transfer

Client Experience: Download Documents

Use the secure emailed link to authenticate and safely download one or all shared documents on any device, then return anytime using the original link.
Your firm will provide an access link via email you can use to download documents sent to you. The document transfer is fully encrypted and safe to use. Email will be sent from noreply@safesendreturns.com.
Documents can be downloaded to a mobile device, laptop, desktop, or tablet.
  1. Select
    Download Files
     to open the secure exchange, or
  2. Select
    Access Client Portal
    .
  3. Enter your email address.
  4. Select
    Verify
    .
  5. Complete your authentication.
    • If you received an
      Access Code
      , check your email for the code.
    • If you received a
      Q&A question
      , answer the question provided by your CPA.
  6. Select
    Authenticate
    .
  7. Review and close the
    Message
     from your tax preparer.
  8. Select
    Download
     under the Action column for each document, or
  9. Select
    Download All
     to download all documents into a ZIP file.
You can close the webpage and access it again later by selecting the original link.

This article applies to:

  • Product: safesend
  • Audiences: Client