Clients,
Exciting news! In an effort to improve our client deliverable experience, we are converting to SafeSend Returns for electronic delivery of tax returns as of August 22, 2022.
SafeSend Returns is a user-friendly and highly secure technology solution that allows you to access your tax returns from the convenience of a computer or smartphone.
- You will receive an email from Meadows Urquhart Acree & Cook, LLP at [email protected]. Please add this email to your safe sender list to prevent it from being categorized as spam or junk mail.
- Below is an example of what this email will look like (please note that your link will be personalized).
- If you do not see an email from Meadows Urquhart Acree & Cook, LLP at [email protected], please check your Spam or Junk Folder.
- For the best experience, we recommend using Google Chrome.
After signing successfully, your spouse (when applicable) will then receive a similar emailed link and follow the same instructions to electronically sign the e-file authorization forms. Please note, the IRS requires that both individuals electronically sign independent of each other.
1040 Clients
The following short video will walk you through the review and e-signature process.
Entity Clients
Additional Features for Entities:
- Print, sign and upload your e-file authorization forms. OR Electronically sign your e-file authorization forms.
- Electronically distribute K-1s to your Partners/Shareholders. The following short video will walk you through the process.
FAQs
- What will happen to the client portal?
- Although we will be using SafeSend going forward, you will still be able to sign-in to your former online client portal for one year to view previous tax history.
- What will happen to our tax history once the client portal disappears?
- We will still have your complete history in our files. Please let us know if you would like a copy of a prior tax year, and we will gladly send it to you.
Please see the FAQ in the For Clients section on our website about SafeSend Returns or give us a call at 804.249.5786, and we will be happy to answer them for you! We look forward to using SafeSend Returns to better serve you in the future.
