Back To Top

SafeSend FAQs

Helping connect the dots.

SafeSend™ Returns

We are pleased to offer our clients the ability to automate the delivery, review, and signature of your federal and state individual income tax returns through SafeSend Returns™. User-friendly and highly secure, SafeSend Returns™ is an easier way to manage your tax return.  The process is simple:  Verify your identity, enter an access code, and follow the step-by-step instructions.

The Benefit to You:

  • You will be able to electronically view, sign, save and print your tax documents.
  • You will have access to your tax return for seven years.
  • You will be able to receive estimated tax payment reminders at a schedule of your choosing.
  • You can securely forward your tax documents to anyone you choose, such as a bank.

For Individuals

SafeSend Returns™ saves you time and allows you to e-sign your individual state income tax return, receive estimated tax reminder emails, and pay your taxes and your invoice directly from your device.

For Businesses

SafeSend Returns™ allows you to download, sign and conveniently distribute K-1’s electronically. This saves you time so that you can focus on what really matters, your business!

Environmentally Safe:

SafeSend Returns™ is another way to go green. No more ink, postage or paper which is great for our planet and future generations to come.

How it Works

Those who qualify will be able to review their tax return, sign their e-file authorization form(s), and return it quickly and securely to their YHB professional, directly from the SafeSend platform.

The process is easy and works as follows:

1. You’ll receive an email from or

2. YHB will be indicated in the email.

3. This email will contain a safe link for you to access your tax return.

4. You’ll be prompted to enter the last four digits of your Social Security number in order to review your return.

5. Then, SafeSend will email you an access code to further verify your identity. Check your spam or junk folders if you don’t see it in your inbox. You must enter the code within 10 minutes of receipt. If the code isn’t entered within 10 minutes, you can request another.

6. When you’re ready to sign your e-file authorization form(s), you’ll be asked three simple questions to verify your identity.

7. Once you’ve signed the e-file authorization form(s), your YHB team member will be automatically notified and will complete the rest of the e-file process.

SafeSend Returns FAQs

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?

  • You will be able to electronically view, sign, save and print your tax documents.
  • You will have access to your tax return for seven years.
  • You will be able to receive estimated tax payment reminders at a schedule of your choosing.
  • You can securely forward your tax documents to anyone you choose, such as a bank.

How will it work? 

  • Shortly before your return is sent to you, you will receive an e-mail from a team member at YHB advising you to expect your tax return via SafeSend Returns. This e-mail will include a short, 3-minute video explaining the simple process of signing your tax return and, if applicable, the distribution of K-1s.
  • Once your return has been completed by your team member, you can expect an e-mail from YHB at Check your Spam or Junk folder if you do not see it.

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  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?

Paper File returns will include a separate “Paper File” tab. A consent form will pop up, “I acknowledge that it is my responsibility to print, sign, and mail all Paper File Tax Returns to the respective Tax Authority before due date.” Please complete the consent form and print, sign, and mail as usual.

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 You can proceed to download an electronic copy of your return.

What if I need help navigating through the software?

You may contact our Client Success Team by e-mailing 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 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 or calling 1-800-495-4910.