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Video: Client portal experience

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Watch the video version of this article.

Welcome to the Client Portal Experience
as seen on a desktop.

You will receive an email from noreply@safesendreturns.com.

Select Access Client Portal
to begin.

Enter your email address and select Continue
if you already have a Client Portal account.

Select Sign Up
to create an account.

To register a new account, enter your name and email address, then select Verify your email
.

An access code is sent to your email.

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The code is valid for 20 minutes, until you use it, or until you generate a new code.

Enter the code and select Confirm
.

Create a PIN that is used to access your Client Portal account in the future.

Enter the PIN again to confirm it.

Select Create Account
to finalize your registration and sign in.

Select Continue
to begin the standard sign in process.

Enter your pin and select Continue
. A new access code is sent to your email address.

Enter the code and select Confirm
.

note

In the future, you are only prompted to enter your PIN when signing in from a new browser or device.

This is your landing page for the Client Portal. You can review:

recent activity

pending tasks

completed tasks

firm contact information

notifications

Review your recent activity.

Select Send Files to CPA
to upload documents for your tax firm.

Review the Contact Information
for someone at your tax firm.

Select the notification bell to open your recent notifications.

You can select a line item to be directed to that task or document.

Select Completed Tasks
to review recently completed items.

Select OK
to close this window.

Review your Pending Tasks.

Select Get Started to open the related task. You are guided through the Client Experience for that item.

Signatures

Organizers

Returns

Extensions

Exchange

Document Request List

Gather

Select Documents
to review and download your tax documents.

Use the Search
, Filter
, and Sort By
options to look for specific documents.

Select Send Files
to upload documents for your tax firm.

Expand the dropdown for the headers and sub headers.

Select View
to see a sample of the document.

Select Download
to download a copy of the document.

Select the more
menu for additional options.

Select Download
to download the document.

Select Messge From CPA
to see a note from your tax firm.

Select OK
to close the message.

You can also review the signature status for documents that require a signature.

Select Tax Payments
to review any payments associated with your return.

Payments are separated by Due Date
.

Select View
to see a summary of payments due for that due date.

Select Ok
to close the summary.

Select Pay
to be directed to your tax payments dashboard.

Select Distribute K-1s
to review and deliver K-1 packages.

Select Distribute
to be directed to your K-1 distribution dashboard.

Select Security Settings
to merge email addresses, update your PIN, or update your email address.

To add another email ID to your OneHub account, enter the email address into the Add Another Email
field and select Add
.

Enter the code sent to that email address and select Verify Code
.

Select Update
to update your secure PIN.

Enter your Current PIN
, New PIN
, Confirm
the new PIN, and select Update
to save any changes.

Select Update
to edit the email address associated with your OneHub account.

Enter the new email address and select Update
. You are prompted to log back in to your OneHub account.

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Video: Client portal experience

This article applies to: