SafeSend Resources
A Faster & Easier Paperless Tax Document Experience
SafeSend One
Streamlined, Intuitive, and Highly Secure
We’re committed to giving our clients the best possible experience from beginning to end. That’s why we offer an all‑in‑one paperless solution for gathering and submitting tax documents — easily completed right from your computer or tablet. Powered by the innovative technology of SafeSend One, the process is streamlined, intuitive, and highly secure.
To help ensure a smooth experience, please gather all of your tax documents before you begin. Once you’re ready, SafeSend One will guide you step‑by‑step through a simple and secure upload process designed to save you time and eliminate the hassle of traditional paperwork.
Helpful Information
SafeSend Resources
How It Works
Step-by-Step Gather Client Experience
Using a Mobile Device for Gather
Frequently Asked Questions
Getting Started
How It Works
To complete your Gather request, please follow these steps.
Check Your Email
You will receive an email from noreply@safesendreturns.com.
01
Click the ‘Let’s Get Started’ blue button.
02
Click Send Code to generate an access code. This code will be delivered to your email address or mobile device.
03
Once you have requested the access code and entered it, you will be able to do the following:
- Answer the custom questionnaire (if applicable).
- Fill out your tax organizer.
- Upload tax documents.
- View your progress step by step. Once you complete a step, click next.
- Once all steps have been completed and all tax documents have been uploaded, click Finish. We will receive a notification to start preparing your tax return.
Understanding the Client Gather Experience
SafeSend Support
Frequently Asked Questions
Please reach us at cpa@atchleycpas.com if you cannot find an answer to your question.
You can upload .pdf, .doc, .xls, .txt, .png, .jpeg, QBX, QBY, QBA, and QBB files. Only PDF and image files go through document recognition with Gather.
Yes. Please contact us and we will reopen your organizer.
Once you mark the document upload as complete, additional documents cannot be uploaded. Please contact us and we will reopen your organizer.
This indicates that your spouse must sign the engagement letter before you can continue.
Please mark your Gather request finished. Email your A&A contact with the estimated timeline on your missing items.
A&A will not begin your return until you have marked your Gather finished.
You can partially complete your Gather request on a mobile phone. You can sign and upload documents, but you cannot complete the questionnaire or fill out the organizer. For further information, please visit Gather on Mobile.
You can complete your Gather request on a tablet, including signing, completing the questionnaire, filling out the organizer, and uploading documents.