Client Experience

This article shows the SafeSend Organizers client view as seen on a desktop. Please see the Client Mobile View article to see how the process looks on a mobile device.

Click on each section below to expand the steps and to see the client experience for accessing, signing, and completing an organizer.

Initial Email

The initial email will come from The sender name is applied from each user's My Settings.

  1. Click Let's Get Started to open the Organizer. 

Initial email.png


Start Page
  1. Click Contact Person to reach out to the firm if you have any questions.
  2. Click Get Started to proceed to Authentication.




One of two pages displays based on firm settings:

  • Email Access Code - An 8-digit access code is sent to the same email address the initial email was sent to.
  • Mobile Access Code - A 6-digit access code is sent to your cell phone via text message.
  1. Click the Request Access Code button.
  2. Enter the 6 or 8-digit access code in the code field.
  3. Click Continue to proceed to the Welcome Page.

Email Access Code


Mobile Access Code


Welcome Page

This is the main dashboard for your organizer. 

  1. The title line displays: 
    • Contact Person will provide the designated contact in case you have any questions.
    • Client Settings panel where you can log out.
  2. Review the message from your tax preparer. 
  3. Select Click Here to Continue to move to the first step. 
    • Some steps may be greyed out or not appear if not required by your CPA. 
    • If you have a spouse and all the options are greyed out, your spouse must sign before you can continue. 

Welcome Page.png

Sign Engagement Letter

Please note:

  • If signing is required by the firm, the Finish button will not be available. 
  • To bypass signing, click the Decline button. 
    • A consent box will appear asking you to confirm you have reviewed the document. 
  1. Click the Start button to begin signing.   
    • Continue to click the arrow as you proceed through all signature lines. 
  2. Click the Signature Box
  3. Click Type or Draw to write your signature. 
  4. Click Apply.
  5. Click Finish

Click Start.png

Apply Signature.png

Organizer Steps

After signing your documents, you will be directed back to the Welcome Page. From this page, you can do the following:

Download Signed DocumentsCustom QuestionnaireComplete OrganizerUpload Documents
  1. Select Download Signed Documents
    • This will automatically download the documents to your workstation. 

Download signed documents.png


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