Introducing SafeSend Organizers®

SBF is excited to introduce SafeSend Organizers®- an electronic delivery method for Form 1040 tax organizers.

Benefits of using SafeSend Organizers

  • Receive your tax organizer electronically and securely.
  • Sign your engagement letter electronically.
  • Upload your documents using the camera on your mobile phone or tablet, or upload files from your computer.
  • Send directly and efficiently to your accountant as soon as you have completed your organizer.

How it works

  • Receive an email from
  • Click the safe link, request access code, and enter access code received via email to access your tax organizer.
  • Upload your documents to the corresponding section of your organizer.
  • When you submit your organizer, we will be automatically notified and will add you to the queue for tax return preparation.
  • If additional tax documents come in after submitting your organizer, you will still have the ability to upload them after your organizer is submitted.

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