SafeSend Returns Help

SafeSend allows us to offer a secure way for you to send all your important documents to our team. Instead of sending sensitive information through email, you can quickly send us your files by dragging them into the SafeSend.

We are proud to offer our clients an e-signing platform where you can:

  • Download, review and print your return

  • E-sign for your 1040

  • View scheduled payments

  • Easily pay taxes and invoices directly from your device

  • Estimated tax reminder emails

  • Download, sign and disperse K-1’s electronically

Send Files with SafeSend

  • Download, review, and print it, etc.  

  • Execute your e-file authorization forms.  

    For Individuals:  you can e-sign your e-file authorization forms using KBA authentication (similar to AdobeSign in previous years).  

    For Businesses/Trusts:  it guides you through the process of signing your e-file authorization form. 

  • See if you owe taxes, are receiving any refunds and see your estimated tax payments (if applicable).  You will even be provided with a link to make payments online directly to the filing jurisdiction if you so choose.

  • For Businesses/Trusts:  Securely distribute K-1s electronically to owners / investors / beneficiaries (if applicable). 

Best Practices for Sending Files

  • Before sending files, collect ALL your documents – one upload is preferred

  • Combine files (especially tax documents) in one pdf file, when possible

  • Keep “Bell & Company” in the “To” field

  • In the large message box below the “Subject” line type the Recipient’s name (example – ATTN: CPA Joe Smith) in the message box along with any other notes

  • Click the “Attach File(s)” button to select your file(s) OR drag them into the large message box below the “Subject” line (limit use of photos (JPEGs, etc.))

  • After all your files are loaded, then click the “Send” button one time

  • These processes improve our efficiency and help keep costs down.

FAQs →

For Individuals

SafeSend Returns walks you through the execution process of filing your tax returns, including allowing you to e-sign your federal and state tax returns, receive tax payment reminder emails, download a copy of your tax returns and more–all within the same platform.

For Businesses / Trusts

SafeSend Returns walks you through the execution process of filing your tax returns, including allowing you to sign your returns, receive tax payment reminder emails, download a copy of the tax returns, securely and conveniently distribute K-1s electronically, and more–all within the same platform. 

Frequently Asked Questions

Still have questions? Take a look at the FAQ or reach out anytime.

  •  Yes. Email notifications will be sent from Bell & Company at noreply@safesendreturns.com. To prevent the email from getting filtered to spam/junk, we recommend adding this email address to your safe list.

  • Yes. SafeSend Returns offers a secure system to view and sign your e-file authorization form(s). Look for https:// at the beginning of the site URL and a locked padlock symbol in your browser’s URL bar to confirm you are on the secure site.

    Yes. If you want to learn more, check out SafeSendReturns Information Security Overview.

  • Check your spam/junk email folder. If you do not receive your code within the 20-minute time limit, please request another. You might also search your email for noreply@safesendreturns.com.

  • This process can be completed on any computer, smartphone, or tablet via a web browser. There is currently no SafeSend Returns app available.

  • Yes. If you’re using a smartphone or tablet, you may not be able to download and print your return, but you'll be able to review and e-sign it. You can always download and print your return from a computer at a later date.

  • SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won't submit your return to the IRS. Once signed, Bell & Company is automatically notified, and we will then complete the filing process for you, including submission to the IRS.

  • For spouses filing jointly, there are three ways to sign via SafeSend Returns:

    • If each spouse has an email address on file with Bell & Company, both will receive an email with a link to view the return and sign the e-file authorization form(s). First, one spouse will receive the link with identity verification questions specific to him or her. They will sign the e-file authorization form(s) and input the spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to them and then sign the form(s).

    • If only one spouse has an email address on file, that spouse will first receive the link with identity verification questions specific to them. They will sign the e-file authorization form(s) and then enter an email address for the second spouse. The second spouse will then receive the email link with identity verification questions specific to them. Once the second spouse electronically signs the e-file authorization form(s), Bell & Company will be notified that the signing is complete.

    • If a couple shares an email address, the primary signer will first receive a link with identity verification questions specific to them. After the primary signer signs the e-file authorization form(s), they can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.

  • Bell & Company will deliver your dependent’s return using SafeSend Returns. However, most dependents may not have sufficient government and financial data available to successfully complete the electronic signature process. Because of this, we will generally deliver those returns through SafeSendReturns in a manner set up for manual signature. The intended forms will require you to return them through SafeSend Returns or via email at taxdocs@bellandcompany.net

    For your own security, we recommend using SafeSend Returns rather than emailing these forms but will continue to accept them via email if you prefer.

  • Yes—you can still print, sign and upload your e-file authorization form back into SafeSend Returns. Or you can email your e-file form(s) back to Perkins if you’d prefer to do so at taxdocs@bellandcompany.net

    For your own security, we recommend using SafeSend Returns rather than emailing these forms, but will continue to accept them via email if you prefer.

  •  Yes! Once you sign your e-file authorization form(s), you will receive an email stating it was successful. The email will also include a link to download a copy of your tax return for your records.

  • If estimated payments are included in your copy, you will automatically receive an email reminder 14 days before your payment is due.

  • Possibly. You may need to print and mail out to government authorities the tax and estimate payment vouchers. (If applicable, you will also be provided options to make tax payments electronically if you prefer not to mail payments.)

    If you have any returns that require paper filing (such as the City/County tax return), and you asked that those returns be sent to you electronically, they will be in the Attachments section of SafeSendReturns and will need to be downloaded, printed, signed and mailed as instructed.

  • If you provided us with paper documents, Bell & Company will return them to you via separate mailing.

  • If you forget your security questions, you will not be able to electronically sign your e-file authorization form(s). Instead, you can print, sign and return your e-file authorization form(s) to Bell & Company.