Introducing SafeSend Organizers®
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SBF is excited to introduce SafeSend Organizers®- an electronic delivery method for Form 1040 tax organizers.
![screenshots-1536x671 screenshots-1536x671](https://sbfadvisors.com/wp-content/uploads/2024/05/screenshots-1536x671-1.jpg)
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 noreply@safesendreturns.com.
- 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.
Helpful Video
![youtube-video-thumbnail](https://i.ytimg.com/vi/3VjXJNdsPdU/maxresdefault.jpg)