SafeSend Organizers Client Experience-Step by Step Guide

This article is a visual guide to show the client experience from beginning to end.  Click on each step below to expand the steps and walk through the client process for accessing, signing, and filling out the organizer.

Initial Email
  1. Email subject for the email
    • This may be customized by your firm
  2. The initial email will come from either the Name of the Sender or the Name of the Firm at
  3. The logo of the firm will display in the email, or else it will default to the SafeSend Returns logo.
  4. The email will contain a link to access your tax organizer.  Click on the link to continue.


Start Page
  1. The firm's name will be displayed in the top left of the screen.
  2. Contact Person
    • You can click this to reach out to a specified contact at the firm if you have any questions about your organizer. 
  3. The name of the preparing Firm.
  4. The document description and name of the recipient.
  5. Click on Get Started to continue.



Verification Screen
  • After Clicking Click Here to Get Started, you get one of two pages based on your firm's settings.
    • Mobile Access Code 
    • Email Access Code 
  1. For both methods, in order to receive an access code, you must Click on the Request Access Code button. 
    • Once selected, a green banner will appear letting you know that your request has been received.
  2. Once you receive the Access Code, either in your email or in a text message, Enter it in the code field.
  3. Once entered Click Continue.



Welcome Page
  1. This line displays the Contact Person if you need to reach out to them, and a settings panel where you can log out. 
  2. A quick overview of the steps in SafeSend Organizers.
  3. Select Click Here to Continue.
    • NOTE: If your tax organizer has also been delivered to your spouse, you or your spouse may have to wait to sign the engagement letter until the other party signs first. The Sign Engagement Letter icon will be greyed out until the other party has completed signing. 


Sign Engagement Letter
  • Click the Start button to begin.


  1. Click the Next button.
  2. Click the Signature Box,
  3. You can Type or Draw your signature. 
  4. Click Apply
  5. Click Finish 


Complete Organizer
  • After signing the Engagement Letter, you will be directed back to the Welcome Page. From this page, you can do the following:
      1. Download the Signed Engagement Letter
        • NOTE: If your spouse still needs to sign the Engagement letter, when downloading, only your signature will be applied
      2. Complete Organizer

      3. Upload Documents (if shown)


Filling In Tax Organizer

  • If your Organizer was delivered to both you and your spouse, when you click on Complete Organizer or Click Here to Continue,  you will receive the pop-up message below.
    • NOTE: You will want to ensure that only one person is editing the organizer at a time. If both spouses are editing the organizer, some edits may not be saved. 


  1. You can use the Bookmarks Panel to move to a specific page.

  2. Navigation

    • You can use the navigation arrows to click through the organizer pages.

    • You can type a page number into the box to navigate to a specific page.

  3. The Organizer may have Custom Questions from your CPA for you to complete. Answer the questions by checking yes/no or completing a short answer.
    • NOTE: If you do not see Custom Questions, you will not have to complete that section.
  4. Notes to Preparer will appear on each page of the Organizer for you to enter any notes you need to provide to your CPA. 
  5. The Organizer Pages will have fillable fields for you to enter your information. You will want to complete all the pages of the organizer if possible.

    • NOTE: If your organizer is sent to you and your Spouse, edits made by each will be identified with color-coding so you can tell who made edits to the organizer.
  6. In addition to filling in the Organizer, certain pages will have the option to upload the corresponding source document to that page. You can click and drag or browse out to upload the matching document. 
    • NOTE: If you do not see this section, you will not be able to upload source documents.
  7. In the Bookmark list, icons are added to those pages that may require source documents.
  8. Click Save & Continue Later and you will be directed back to the Welcome Page.

  9. Finish - This option will open a pop-up asking if you've completed all of the forms.



Finishing the Organizer

  • After you Click the Finish button, you will receive a pop-up notification to confirm you are done.
    1. Click Review Missing Information if you aren't completed.
    2. Click Organizer Complete if you are done with your organizer. 


  • If your Organizer was sent to you and your spouse, after you Click the Finish, the pop-up notification will look slightly different.
    1. Click Send for Review if you would like to send to your spouse to review the Organizer.
    2. Click Organizer Complete if you are done with your organizer. 


  • After you Click the Organizer Complete button, you will be directed back to the Welcome Page. 
  • If you see the Upload Documents button, you can Click the button and begin to upload source documents
    • Note: If you do not see the Upload Documents button, you will not be able to upload any documents.
Upload Documents
  • You may have the option to upload tax source documents within your Tax Organizer.
  1. You can drag/drop into the box to upload any required documents, like W-2's.
  2. You can Click to Upload any required source documents.
    • You can upload multiple documents.
    • You can upload Word, PDF, Excel, PNG, and JPG files.
  3. Click Notify Tax Professional when you have uploaded all tax source documents. 


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