SafeSend Returns

Through the use of SafeSend Returns, you can manage your tax process with De Boer, Baumann & Company P.L.C. electronically. You will be able to:

• Electronically view, sign, and save or print tax documents.
• Review tax documents in SafeSend Return for up to seven years.
• Receive email reminders of payment due dates and access payment vouchers.
• Easily send tax documents to your bank or other required users.

To Get Started

Using your smartphone, computer, or tablet, you can begin the process.

1. You will receive an email from SafeSend Returns with a unique and secure access link when your
   documents are ready for review.
2. You will be prompted to complete a two‐step authentication process so that SafeSend Returns
   can securely identify you. For this you will need access to your email and the last 4 digits of your
   social security number.
3. After your identity is confirmed, the SafeSend Returns system will take you step by step through
   the review and e-sign process
   
   1. Click here for a video that explains how Taxpayers can review their information.
   2. Click here for a video that explains how Businesses can review their tax documents.
4. Once the documents have been reviewed, you will be able to download and save the file. If you
   are using a smartphone or tablet, keep in mind the types of files your device is able to open.

The team at De Boer, Baumann & Company P.L.C. is available to guide you should you have any
questions. Call any of our offices today.