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SafeSend Client Portal

What to Expect with SafeSend Gather

SafeSend eliminates many of the common frustrations of traditional tax organizers by providing a clear, digital experience:

  • Personalized Document Checklist
    Instead of a lengthy, generic organizer, you have customized Document Request List (DRL) tailored to your specific tax situation.
  • Real-Time Progress Tracking
    A completion percentage meter allows you to easily see what’s been submitted and what remains outstanding.
  • Smart Document Recognition
    As you upload documents, SafeSend automatically identifies and matches them to the correct request (for example, recognizing a W-2), checking items off your list in real time.

Getting Started

To help you become familiar with the system, we recommend reviewing the short overview videos below:
SafeSend Client Portal

SafeSend Returns

Safesend for individuals

For Individuals

SafeSend Returns provides you with an intuitive step-by-step processing of reviewing your returns, e-signing your federal, state and city (if applicable) tax returns, paying any taxes due, paying your invoice for services, receive tax payment reminder emails, download a copy of your tax returns and more- all within the same platform.

Safesend for For Business

For Businesses/Trusts

SafeSend Returns provides you with an intuitive step-by-step processing of reviewing your returns, e-signing your federal, state and city (if applicable) tax returns, securely and conveniently distribute K-1s electronically, paying your invoice for services, receive tax payment reminder emails, download a copy of your tax returns and more- all within the same platform.

Please note that you will receive an email from RHW CPAs at noreply@safesend.com, so please add this email address to your email exchange’s safe sender list. Taking this action will prevent the email from going to your spam/junk folder.