Skip to main content
Usage guides
Search
Search SafeSend Client Experience Support Help and Support.

This article applies to:

  • Product: safesend
  • Audiences: Client

Video: Client portal experience

note
  1. Welcome to the
    Client Portal Experience
     as seen on a desktop.
  2. You will receive an email from noreply@safesendreturns.com.
  3. Select
    Access Client Portal
     to begin.
  4. Enter your email address and select
    Continue
     if you already have a Client Portal account.
  5. Select
    Sign Up
     to create an account.
  6. To register a new account, enter your name and email address, then select
    Verify your email
    .
  7. An access code is sent to your email.
    note
    The code is valid for 20 minutes, until you use it, or until you generate a new code.
  8. Enter the code and select
    Confirm
    .
  9. Create a PIN that is used to access your Client Portal account in the future.
  10. Enter the PIN again to confirm it.
  11. Select
    Create Account
     to finalize your registration and sign in.
  12. Select
    Continue
     to begin the standard sign in process.
  13. Enter your pin and select
    Continue
    . A new access code is sent to your email address.
  14. 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.
  15. This is your landing page for the Client Portal. You can review:
    1. recent activity
    2. pending tasks
    3. completed tasks
    4. firm contact information
    5. notifications
  16. Review your recent activity.
  17. Select
    Send Files to CPA
     to upload documents for your tax firm.
  18. Review the
    Contact Information
     for someone at your tax firm.
  19. Select the notification bell to open your recent notifications.
  20. You can select a line item to be directed to that task or document.
  21. Select
    Completed Tasks
     to review recently completed items.
  22. Select
    OK
     to close this window.
  23. Review your Pending Tasks.
  24. Select Get Started to open the related task. You are guided through the Client Experience for that item.
    1. Signatures
    2. Organizers
    3. Returns
    4. Extensions
    5. Exchange
    6. Document Request List
    7. Gather
  25. Select
    Documents
     to review and download your tax documents.
  26. Use the
    Search
    ,
    Filter
    , and
    Sort By
     options to look for specific documents.
  27. Select
    Send Files
     to upload documents for your tax firm.
  28. Expand the dropdown for the headers and sub headers.
  29. Select
    View
     to see a sample of the document.
  30. Select
    Download
     to download a copy of the document.
  31. Select the
    more
     menu for additional options.
  32. Select
    Download
     to download the document.
  33. Select
    Messge From CPA
     to see a note from your tax firm.
  34. Select
    OK
     to close the message.
  35. You can also review the signature status for documents that require a signature.
  36. Select
    Tax Payments
     to review any payments associated with your return.
  37. Payments are separated by
    Due Date
    .
  38. Select
    View
     to see a summary of payments due for that due date.
  39. Select
    Ok
     to close the summary.
  40. Select
    Pay
     to be directed to your tax payments dashboard.
  41. Select
    Distribute K-1s
     to review and deliver K-1 packages.
  42. Select
    Distribute
     to be directed to your K-1 distribution dashboard.
  43. Select
    Security Settings
     to merge email addresses, update your PIN, or update your email address.
  44. To add another email ID to your OneHub account, enter the email address into the
    Add Another Email
     field and select
    Add
    .
  45. Enter the code sent to that email address and select
    Verify Code
    .
  46. Select
    Update
     to update your secure PIN.
  47. Enter your
    Current PIN
    ,
    New PIN
    ,
    Confirm
     the new PIN, and select
    Update
     to save any changes.
  48. Select
    Update
     to edit the email address associated with your OneHub account.
  49. Enter the new email address and select
    Update
    . You are prompted to log back in to your OneHub account.