SafeSend is our secure client portal and document transfer system. We strive to provide the highest level of service to our client base and ensure your client experience is both secure and seamless. With SafeSend, you can log in to the client portal and manage client tasks, upload/download files and documents, pay vouchers, distribute K-1s, or you can use the direct secure file transfer link and send documents directly to your contact within the firm. 

 

If you have any questions or need assistance with our SafeSend client portal and document transfer - please call our office today!