SafeSend Guide: Everything You Need to Know

We are pleased to introduce several innovative tools designed to simplify, secure, and streamline your tax preparation experience. At Revonary, our priority is to provide you with the highest level of convenience while maintaining the utmost security of your information.

Client Portal

Log in to your client portal here. 

The SafeSend Client Portal offers a centralized location for you to securely store your tax documents and manage any action items.

• Client Portal Experience
• [Video] Client Portal Experience

SafeSend Gather

SafeSend utilizes AI for document request lists and e-sign engagement letters, enhancing user experience. Implementing SafeSend Gather allows us to complete the tax return collection, preparation and delivery process in a completely paperless and secure manner from start to finish.

• Gather – Client Experience

SafeSend Returns

We are pleased to offer SafeSend Returns to our clients as our secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes on-screen review of your return, collecting IRS-compliant e-signatures on e-file authorization forms, and options for making tax payments. Then, SafeSend Returns automatically sends the forms back to our office.

Helpful Guides and Resources:

•  Returns Client Experience
•  [Video] 1040 Client Experience
•  [Video] Entity Client Experience with K-1 Distribution
• Client Experience: Make Voucher Payments
• Client Experience: Manual Signing Process
• Client Experience: Returns on Mobile
• Edit/Clear Payment Details
• Forward a Copy of Your Return
• K-1 Distribution: Taxpayer Instructions
• K-1 Recipient Experience
• Screen-Share: Taxpayer Experience
• Signer Delegation: Client Experience
• Signer Delegation: Signer Experience
• SMS Text Notifications

Extensions

When filing extensions, SafeSend makes the process simple and secure:

• [Video] Extensions Client Experience
• Extensions Client Experience

SafeSend Signatures

Finally, SafeSend Signatures provides a seamless way to review and sign important documents, whether on your desktop or mobile device.

• Signatures Signer Experience on Mobile Devices
• Signatures Signer Experience

We encourage you to take advantage of these powerful tools to enhance your tax preparation experience. If you have any questions or need assistance, our team is always here to support you.

Thank you for trusting Revonary Accountants & Advisors, LLC. We look forward to making this tax season easier, faster, and more secure.