Now offering SafeSend Returns – secure, electronic delivery of your tax returns.
HELPFUL USER GUIDES & TUTORIALS
Individual – Client experience* Business- Client Experience*
* for the best viewing, use a computer. If using a smartphone use horizontal view and swipe to advance.
Adobe Scan & Upload Tips – how to scan multiple pages pdf format
Quick Reference Guides: Client Experience
DEVICE ACCESS
Both SafeSend Returns and SafeSend Exchange (File Transfer) work on all major devices, including desktop computers, laptops, smartphones, and tablets. Best experience on PC.
OTHER TIPS
Our firm will be using the SafeSend Suite to send & receive information with you. To ensure that you receive these emails, please add the following email addresses to your trusted email list (also known as whitelisting).
- celina@muhlcpa.com (this is our general office email)
- noreply@safesendreturns.com (this is for any communication going through the SafeSend application. The name associated with this email may be Muhlenkamp & Associates or your preparer’s name.)
If you do not whitelist these addresses, please check your Spam or Junk Folder for any missed correspondence from our firm.