SafeSend ONE™

Secure. Simple. Streamlined.

At Yeo & Yeo, we’re committed to making your tax experience as easy and secure as possible — which is why we offer SafeSend, a trusted electronic delivery and document exchange system designed with your convenience and data protection in mind. With SafeSend, you can safely receive and review your tax returns, electronically sign e-file authorization forms, and securely upload or download important documents — all without creating an account or remembering a password. Whether you’re using a computer, smartphone, or tablet, SafeSend guides you every step of the way so you can complete your tax tasks with confidence and peace of mind.

SafeSend Returns

• Yeo & Yeo is pleased to offer SafeSend Returns to our clients as a 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 form(s) back to Yeo & Yeo.
• Benefits of Using SafeSend Returns
  • Receive your tax returns securely without the need to setup an account or remember a password
  • Accessible across all platforms: computer, smartphone, or tablet (recommend to use Chrome)
  • Electronically sign your federal and state e-file authorizations (8879), no printing or mailing necessary
  • Receive payment reminder e-mails
  • Download a copy of your tax return
  • For businesses and trusts, conveniently distribute your K-1s electronically
• How it Works
  1. You will receive an email from Yeo & Yeo with a “from” address of noreply@safesendreturns.com.
  2. The email will contain a safe link for you to access your tax return.
  3. After clicking on the link, you will be asked to enter the last four digits of your Social Security number to review your return. (1040 returns only)
  4. SafeSend will email or text you an access code to further verify your identity. Check your spam or junk folders if you do not receive the email access code in your inbox. You must enter the code within 20 minutes of receipt. If you do not enter the code within 20 minutes, you can request another.
  5. When you are ready to sign your e-file authorization form(s), you will be asked three simple questions to verify your identity. (1040 returns only)
  6. Once you have signed the e-file authorization form(s), Yeo & Yeo will be notified and will complete the rest of the e-filing process.
• Additional Resources

  • 1040 Client Experience Quick Reference Guide

  • K-1 Distribution Quick Reference Guide

  • Entity Client Experience Quick Reference Guide

• Videos

Watch this helpful video on 1040 Client Experience | SafeSend Returns

 

Watch this helpful video on Entity and K-1 Distribution Client Experience | SafeSend Returns

 

SafeSend Gather

• Yeo & Yeo is pleased to offer SafeSend Gather to our clients as a secure way to fill out the tax organizer, answer the questionnaire, sign the tax engagement letter and securely upload and organize tax documents. The client-friendly interface walks you through a guided step-by-step process
• Benefits of Using SafeSend Gather
  • Next Gen Gather AI clearly and simply outlines which materials clients need to upload in a document request list
  • Gather AI recognizes what type of document a file is even if it has a generic or incorrect name.
  • Gather AI shows both Yeo & Yeo and clients a simple checklist denoting what’s been taken care of and what still needs to be done
  • Gather AI does all of that for you, generating automated notifications to keep you on track
• How it Works
  1. You will receive an email from Yeo & Yeo with a “from” address of noreply@safesendreturns.com.
  2. The email will contain a safe link for you to access your tax organizer.
  3. SafeSend will email or text you an access code to verify your identity. Check your spam or junk folders if you do not receive the email access code in your inbox. You must enter the code within 20 minutes of receipt. If you do not enter the code within 20 minutes, you can request another.
  4. SafeSend will direct you to the organizer welcome screen to guide you through the process of:
     1. Complete Organizer
     2. Sign Documents
     3. Answer Questionnaire
     4. Upload Documents
  5. Yeo & Yeo will be notified as the organizer and questionnaire are completed and as documents are uploaded
• Additional Resources
  • Client Guides – SafeSend Gather

SafeSend Signatures

• Yeo & Yeo is pleased to offer SafeSend Signatures to our clients as a secure way to electronically sign documents.
• How it Works
  1. You will receive an email from Yeo & Yeo with a “from” address of noreply@safesendreturns.com.
  2. Click the yellow start button to guide you through the process
  3. Select Done when finished
  4. Yeo & Yeo will receive notification that the document has been signed
• Additional Resources 
  • Client Guides – SafeSend Signatures

SafeSend Secure File Transfer

• Yeo & Yeo is pleased to offer SafeSend Secure File Transfer to our clients as a secure way to electronically send and receive documents.
• How it Works
  • Uploading Documents
    1. Click the drop-off link provided by the firm. (This typically appears in their email signature).
    2. Enter the requested information
    3. Click Attach File(s)to select the document(s) to upload. 
    4. Click Send to generate an access code. 
    5. Enter the access code sent to your email address (not required when uploading from the Client Portal). 
    6. Click Authenticate to send the document(s) to the firm.
  • Downloading Documents
    • Click Download File(s)to open the secure exchange OR
    • Click Access Client Portal. 
      • See our Client Portal Experience article for more information. 
    • Enter your email address. 
    • Click Verify. 
    • Complete your authentication.
      • If you were sent an Access Code, check your email for the code.
      • If you were sent a Q&A question, answer the question provided by your CPA.
    • Click Authenticate. 
    • Review and close the Message from your tax preparer.
    • Click Download under the Action column for each document OR
    • Click Download All to download all documents into a ZIP file. 

SafeSend Portal

• Yeo & Yeo is pleased to offer SafeSend Portal to our clients. SafeSend Portal stores and tax returns, files sent through Secure File Transfer and files received by Secure File Transfer to the registered email.
• How it Works
  • Setup
    • Register your email at the following link: Yeo & Yeo Client Portal
    • Click “Sign Up” and then enter your name, email, mobile phone (optional) and then click “Verify your email”
    • Enter the Access Code sent to your Email and then click “Confirm”
    • Create a 6-digit PIN (used for future logins)
    • Create Account
  • Use
    1. Documents show up on the left panel, you can search, filter and sort documents. These are all documents sent through SafeSend to the registered email or by the registered email.
    2. Documents can be viewed and/or downloaded
• Additional Resources

  • Client Guides – Client Portal

Frequently Asked Questions

Q: Will I receive a notification when my return is ready to sign?

A: Yes. Email notifications will be sent from Yeo & Yeo at noreply@safesendreturns.com. To prevent the email from getting filtered to spam/junk, we recommend adding this email addresses to your safe list.

Q: Is it safe to enter part of my Social Security Number?

A: Yes. SafeSend Returns offers a secure system to view and sign your e-file authorization form(s).

Look for https:// at the beginning of the site URL and a locked padlock symbol in your browser’s URL bar to confirm you are on the secure site.

Q: What if I don’t receive an email with my access code?

A: Check your spam/junk email folder. If you do not receive your code within the 20-minute time limit, please request another. You can also search your email for “noreply@safesendreturns.com.”

Q: Where do the identity verification questions come from? What if I don’t remember the answers?

A: The questions SafeSend Returns asks are knowledge-based questions pulled from government and credit sources. You may be asked questions such as where you lived in a given year, or when you bought your car or home. In the event the questions do not apply to you, simply choose the answer that accurately reflects this. If you don’t remember the answers to the questions, or you answer incorrectly, you won’t be able to electronically sign your e-file authorization form(s). You can instead print, sign and return your e-file authorization form(s) to Yeo & Yeo.

Q: Will this work on any internet-connected device? Does SafeSend Returns offer an app for my smartphone?

A: This process can be completed on any computer, smart phone, or tablet via a web browser. For the best experience, we recommend using Google Chrome. There is currently no SafeSend Returns app available.

Q: Will I have the option to download and print my return to retain for my records?

A: Yes. You can download and print your return from a computer. If you’re using a smartphone or tablet, you can review and e-sign your return package but may not be able to print it. Please use a laptop or desktop computer for the best printing experience.

Q: How is this process different from e-filing?

A: SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won’t submit your return to the IRS. Once signed, Yeo & Yeo is automatically notified, and we will then complete the filing process for you, including submission to the IRS.

Q: My spouse and I file our return jointly. how can we both sign the e-file authorization form(s)?

A: For spouses filing jointly, there are a few ways to sign via SafeSend Returns:

1. If both spouses have an email address on file, both will receive an email with a link to view the return and sign the e-file authorization form(s). First, one spouse will receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s) and input the spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her and then sign the form(s).
2. If only one spouse has an email address on file, that spouse will first receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s) and then enter an email address for the second spouse. The second spouse will then receive the email link with identity verification questions specific to him/her. Once the second spouse electronically signs the e-file authorization form(s).
3. If a couple shares an email address, the primary signer will first receive a link with identity verification questions specific to him/her. After the primary signer signs the e-file authorization form(s), he/she can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.

Q: Can I sign my dependent’s return electronically?

A: We will deliver your dependent’s return via SafeSend Returns, however, due to the knowledge-based identification requirements of the IRS, a minor dependent may not qualify, so you will need to manually sign and return your dependent’s e-file authorization form.

Q: I’d rather print and sign my e-file authorization form(s). Can I do that?

A: Yes – You can still print, sign and mail your e-file form(s) back to Yeo & Yeo if you’d prefer to do so.

Q: After signing my e-file authorization form(s), will I receive confirmation that it was successfully submitted?

A: Yes! Once you sign your e-file authorization form(s), you will receive an email stating it was successful. The email will also include a link to download a copy of your tax return for your records.

Q: Can I set up reminders for my quarterly estimated payment?

A: If estimated payments are included in your review copy, you will automatically receive an email reminder 7 days before your payment is due.

For More Assistance

If you have additional questions regarding SafeSend Returns, please contact your Yeo & Yeo professional.