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.
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.
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.
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:
When filing extensions, SafeSend makes the process simple and secure:
Finally, SafeSend Signatures provides a seamless way to review and sign important documents, whether on your desktop or mobile device.
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.