SafeSend Steps & FAQs
At HW CPAs + Advisors, we provide more than accounting—we provide clarity, confidence, and guidance that helps you move forward.
Gather
INSTRUCTIONS
Video Tutorial:
Steps to complete your Gather request:
The initial email will come from: noreply@safesendreturns.com
Click the ‘Let’s Get Started’ blue button.
Click Send Code to generate an access code. This code will be delivered to your email address or mobile device.
Once you have requested the access code and entered it, you will be able to do the following:
- E-sign your Engagement Letter
- Answer the Questionnaire
- Fill out your tax organizer (click the navigation arrows at the top of the organizer to move through the pages)
- Upload tax documents–we recommend adding them after you have filled out the Organizer
- As you progress through each step, click Next
- Once all steps have been completed and all tax documents have been uploaded, click Finish
SafeSend Gather FAQs
I can't find my Gather email, what is the direct link to the SafeSend portal?
Why is the Get Started button grayed out?
This indicates that your spouse must sign the engagement letter before you can continue.
Can I fill out my Gather on my phone?
Gather requests can be partially completed on a cellphone. You can sign the engagement letter, complete the Questionnaire, and upload source documents. The Organizer portion must be completed on a desktop computer or tablet.
What types of files can be uploaded?
While PDFs are the preferred format, you can upload .doc, .xls, .txt, QBX, QBA and QBB files.
Can I edit an organizer after it’s been submitted as Complete?
Yes, you will need to contact our office, and we will reopen your organizer.
Can I upload additional documents after I click Finish?
Yes, you can go back in and upload any additional documents, our office will be notified that you have submitted new documents.
Returns
INSTRUCTIONS
Video Tutorial:
Steps to sign your tax return:
- When your return is complete, you will receive an email with a “from” address of: noreply@safesendreturns.com
- The email will contain a secure link for you to access your tax return.
- After clicking the link, you will be asked to enter the last four digits of your Social Security number to review your return.
- SafeSend will email an access code to further verify your identity. Check your spam or junk folders if you do not receive the email in your inbox. The code is good for 20 minutes. If you do not enter the code in that time, you can request another one.
- Enter the code and click Confirm, this will take you to the landing page showing a summary of your refunds and payments due.
- When you are ready to sign your e-file authorization form(s), you will be asked a series of simple questions to verify your identity.
- Once you have signed the e-file authorization form(s),we will be notified and will complete the rest of the e-filing process.
SafeSend Returns FAQs
Can I view and sign my return on my phone?
Yes, you can review the tax return, answer KBA questions, e-sign & download the return after e-signing.
Is it safe to enter part of my Social Security number?
Yes, SafeSend offers a secure system to view your return and sign your e-file forms.
Will I be able to download and print my return for my records?
Yes, you can do so in the Review step of the process. From there, you will be able to download and print your return from a desktop computer or laptop.
I’d prefer to print and sign my e-file forms, can I do that?
Yes, select the Manually Sign button in the Sign section of the return, print, sign and email your e-file forms back to us at: hwmail@hwcpasadvisors.com
After I sign my e-file forms, will I receive a confirmation email that they were successfully submitted?
Yes, once you sign you will receive a confirmation email that the forms were submitted.
Can I set up reminders for my quarterly estimated payment(s)?
If estimated payments are included with your return, you will receive a reminder email 7 days before the payment is due.