SafeSend Gather is where you'll complete your tax organizer, upload source documents, and sign your engagement letter. Everything happens in one place. If you're new to SafeSend, watch the two-minute video below to see how the process works.
Here's how the process works, from your first login to final submission.
Check your email for a message from noreply@safesendreturns.com with your secure access code. Verify your identity to log in.
Sign your engagement letter electronically, answer a short questionnaire, and fill out your tax organizer. Use a desktop or laptop for the best experience. You can save your progress and return at any time.
Upload files directly within SafeSend Gather. They're automatically sorted and labeled when possible. Accepted file types: PDF, Word, Excel, Text, PNG, JPEG. Password-protected or encrypted files cannot be uploaded.
Review everything before submitting. Spouses filing jointly can sign separately using identity verification. Once submitted, your tax team begins preparing your return. You'll be notified through SafeSend when it's ready.
A faster, more secure way to receive and sign your tax return. Once you're enrolled, your Brinker Simpson tax professional will notify you by email when your return is ready. No office visits, no waiting for mail. Review and sign from anywhere.
For the best experience, we recommend using Google Chrome. SafeSend will also work with Safari, Firefox, and other modern browsers, but we strongly discourage using Internet Explorer, as SafeSend does not work well with it.
Yes. You can use your phone or iPad to sign your engagement letter and upload documents, including taking pictures of documents to upload securely.
While the program allows both taxpayer and spouse to access the organizer simultaneously, we do not recommend it. If both parties make changes, it will only retain what the last person saves.
Yes, Brinker Simpson requires a new signed engagement letter each year for each entity.
Yes. To save your work, click the “Save & Close” button in the bottom right corner.
After you open the SafeSend Organizer, click “Complete Organizer,” then click the download icon in the top right to save and print a copy.
Certain pages of the organizer will show a paper clip icon. These pages allow you to directly upload source documents that correspond with that page.
Use the “Notes to Tax Preparer” box in the bottom right corner to notify Brinker Simpson about major changes or provide additional information related to an organizer page. All notes are compiled onto a page at the end for your tax preparer to review.
The Notes section is not a live chat feature. It is a limited area to provide a quick note to your Brinker Simpson advisor for the page you are on and will be read once we begin preparing your tax return.
We prefer PDF files of your tax documents, but we can also accept JPEG, Word, and Excel files. If you attach a JPEG image, please make sure it is clear and legible.
After you have completed all relevant sections of the organizer, click the green “Finish” button in the bottom right corner. You will be taken to the home screen, where you can click “Upload Documents” to attach any additional files.
When you have completed the organizer and uploaded your source documents, you will be given two options. Select “Finish” if you are confident you have submitted all your tax documents and are ready for Brinker Simpson to prepare your return; this will lock your organizer and you will not be able to make changes or add more files. Select “Save & Close” if you are still waiting on additional documents and plan to return later.
If you have any questions about SafeSend or your organizer, please reach out to your primary contact at Brinker Simpson & Company, or call our office at 610-544-5900.
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