We understand, like any new technology, there may be some confusion. Our hope is to make working with your team at YHB as easy and convenient as possible. Below are several frequently asked questions we believe will help, including the option to opt-out and receive a paper organizer.
What are the benefits to you, the client?
How will it work?
Will it work with any internet browser?
For the best experience, we recommend using Google Chrome. It will also work with Safari, Firefox, as well as other browsers, but we strongly discourage using Internet Explorer while using SafeSend. SafeSend does not work well with Internet Explorer.
Can I use my phone or tablet?
It is recommended to use a laptop or desktop rather than a tablet or phone for uploading your organizer attachments. You may complete certain tasks on your phone or tablet, however, at this time we have found it easier for most clients to use a computer.
How will I securely access the software?
Once you click on the link in your e-mail from SafeSend, you will be required to enter the last four digits of your Social Security Number. You will then request an Access Code, which will be e-mailed to you by SafeSend. Copy and paste the Access Code on the next screen within 20 minutes.
What if I can’t remember the Access Code or it expires?
You can click on any link in any e-mail from SafeSend Returns and you will be re-sent the link for a new Access Code by email@example.com. It doesn’t matter how old the e-mail is.
Can I review the tax return before signing it?
You will be able to view any portion of your tax return prior to signing.
How will I verify or confirm my identity to be able to sign my personal tax return?
You will be required to answer knowledge-based authentication questions before being allowed to sign. This is an IRS requirement. If you are unable to answer the questions after three attempts, you will be given the opportunity to print your e-file forms and securely upload them to YHB after signing.
How will my spouse and I sign a joint return?
One taxpayer at a time will go through the signing process. After the first taxpayer signs, the 2nd will receive an e-mail from SafeSend to sign the returns.
I received a message saying that I couldn’t electronically sign my return and that I need to download the paper e-file forms. Why?
If an individual has not established a significant history in the U.S., perhaps because they are younger than 18 years of age or live outside the U.S., there will not be enough government and financial information available to construct knowledge-based authentication questions.
Will I get reminders about signing the e-file forms?
You will receive regular reminders about signing, about every seven days and possibly more often as the deadline approaches.
Part of my tax return must be printed and mailed to the taxing authority – it can’t be e-filed. How will I print it?
Any paper returns will be included as Attachments. You will receive clear instructions on how to access and download these or other items that must be mailed. If you are unable to print your Attachments, please reach out to the “Contact Person” listed in the red bar at the top of the page for assistance.
Do I have to finish the review and signing process in one sitting?
No. You can put your return aside and come back to it at any time.
Will I get reminders about estimated payments?
During the process, you will be given the opportunity to set a reminder schedule for estimated payments. Choose the timing that works best for you.
Will I have the option to download and print my return?
Yes, you will have the opportunity to do so after you’ve signed your returns. You will always be able to download and print your returns at any time.
What is Signer Delegation?
Signer Delegation allows someone other than the signer to review a tax return, then delegate signature to the person authorized to sign the e-file authorization forms. This is most commonly used with business returns where a CFO or Controller reviews a return but the signer is a different person, such as the CEO.
Can I send K-1s to recipients through SafeSend?
After you sign the return, you will be given the opportunity to either securely e-mail the recipients directly once you’ve edited their details, or you can download and print the K-1s to mail yourself.
Can I send my tax return to my bank?
You are given the opportunity to forward your return or portions of it to anyone you choose. To prevent the result of errors in e-mail addresses, the recipient will need to verify their identity.
If I need a copy of my return in a couple of years, how can I access it?
Your tax return will be available through SafeSend for seven years. You can click on any link in any e-mail from SafeSend Returns. It doesn’t matter how old the e-mail is. You will receive a link with an Access Code from firstname.lastname@example.org. You can proceed to download an electronic copy of your return.
What if I need help navigating through the software?
Just reach out to your YHB contact by phone or e-mail. The “Contact Person” link in the red bar at the top of the page will contain this information.Additionally, you may contact our Client Success Team by e-mailing support@YHBcpa.com or calling 1-800-495-4910.
Is my information secure?
Client data is encrypted by SafeSend and stored on secure servers managed by their parent company, cPaperless. Data access is restricted to authorized accounts. Decryption is inaccessible by unauthorized accounts. If you would like further information, please e-mail email@example.com with your detailed question.
Is there a SafeSend App?
There is no SafeSend app yet, but we’re told that one is in progress.
Rest assured, all YHB offices are equipped to receive documents from clients in person, by mail, securely over email or through SafeSend. Once again, we thank you for your patience and allowing us to serve you.
If you have any questions, please do not hesitate to reach out to your primary contact at YHB or contact our Client Success Team by e-mailing support@YHBcpa.com or calling 1-800-495-4910.