Thank you for your continued support and for the confidence that you have placed in us.

The link below is for SafeSend Exchange. You may use it to upload your documents securely.

What is SafeSend Gather for Tax Organizers?

Your 2024 Individual Income Tax Organizer will be delivered electronically via SafeSend Gather. In addition, a specific source document request list will be requested electronically also via SafeSend Gather.

Video Tutorial - Gather Client Experience

New in SafeSend: Client Portals!

We are pleased to offer our clients the SafeSend One Client Portal as a way for you to keep your tax documents, tax returns and manage any action items, all in a central location.

Video Tutorial - Client Portal Experience

Important Organizer and Portal Tips and Tricks

1. SafeSend Client Portal: Please NOTE, you must click Sign Up if this is the first time setting up your portal in SafeSend. Entering your Email ID without Signing Up will give you an error message.

We are strongly encouraging our clients to utilize the portal. Tax returns from 2021-2023 will be available there. Also, after you sign up, documents you send to us through SafeSend and ones we send you will be securely stored there.

2. SafeSend Gather: Your digital Organizer is in SafeSend Gather this year. It includes your Engagement Letter, your Questionnaire, your 1040 Personal Organizer (if applicable), and your Source Document Upload.

3. Personal Organizers:

VERY IMPORTANT: Use the arrows at the top with the page numbers to go through the questionnaire and organizer pages. DO NOT click NEXT at the bottom right until you are finished with this portion of the organizer. You can click Save & Close if you want to leave and come back later.

Navigation arrows at the top of the document will allow you to go page-to-page. Near the navigation arrows are also buttons to adjust the zoom of the document.

4. Uploading Source Documents:

For Personal Organizers: the software reads your organizer and creates a Document Request List based on the prior year. You can upload as you are going through the Organizer or there is a Requested Files list in the last step.
For Entity Organizers: we create your Document Request List based on typical documents needed to complete your tax returns.
There has been some confusion over the red N/A beside the Requested Files. The red N/A does not indicate that you do not need to send us the file. If you are NOT sending us that document, please click on it. It will change from N/A to Undo N/A. This changes the percentage of documents uploaded on the top bar.
The software will attempt to read the documents that you upload and label correctly. If it mislabels, you can hover over the document and click the pencil icon to Edit and move to the right label or click Other and rename it. If the document is listed as an Unrecognized File, click the pencil icon to Edit and either move to the correct label or leave it there. This is a new process for all of us. While we would prefer the labeling to be correct and easy for you, please do not stress about it being perfect this year. If the documents are uploaded, we will receive them and categorize them as needed on our end.

5. Lastly, it is easy to close your Organizer before you are finished. Save and Close allows you to come back and complete your organizer. The Finish button indicates you have nothing else to upload and will close the organizer. (If you close by mistake, send an email to mhuffman@tafoyabarrett.com or call us and we will reopen.)

Other Resources:

We have videos above for both the SafeSend Client Portal and Client Gather. They are 4-5 minutes long and should be helpful if you have any questions. Otherwise, please give Misty or Cindy a call and we will assist. 970-259-8000.