SafeSend Organizer® – the Premium Tax Delivery & Engagement Solution
We are pleased to offer SafeSend Organizer to our clients as a seamless digital tax engagement platform. The platform conveniently guides you through all of the typical tax preparation processes in a streamlined electronic format. Once you’ve filled out the organizer with all of the requisite tax details, SafeSend automatically sends the information and accompanying documentation back to Weiss & Company LLP – it’s that easy!
The Benefits of SafeSend Organizer®
Effortlessly communicate all relevant tax information to Weiss this tax season through a one-stop tax season solution. Explore the benefits of using SafeSend Organizer:
- Completely paperless, efficient, aimed at making client’s life easier
- Client-friendly interface allows for an easy user experience
- Stop and start any time you like – the Organizer has Save capabilities
- Forms automatically sent to Weiss upon completion – no emails necessary
How it Works: Step by Step
- Complete the SafeSend Organizer request form on our website.
- If you would like a SafeSend organizer, make your request in the form below. Within 24hrs, you’ll receive an email from SafeSend displayed as: Weiss & Company LLP firstname.lastname@example.org
- The subject line of the email will be displayed as: Please Review and Complete your Tax Organizer for Weiss & Company LLP
- Add this email address to your safe senders list in your email platform.
- The email will contain a secure link to access your organizer. Click on the link.
- You will then be directed to the Start Page. Click the yellow button labeled ‘Get Started’.
- After clicking the Get Started button, SafeSend will email you an access code to verify your identity. After receiving the access code, enter it in the code field.
- You will then be directed to the Welcome Page. Press the green button labeled ‘Click Here to Continue’.
- You will then be redirected back to the Welcome Page. From there you can complete any of the following: Download the signed engagement letter, complete your organizer, or upload documents.
- After completing the forms and uploading all documentation, click the Notify Tax Professional button to submit everything.
- Weiss will then be automatically notified of your submission.
SafeSend Organizer Tutorial
Request a SafeSend Tax Organizer
Interested in making your life a whole lot easier this tax season? Now you can! SafeSend Organizer® provides our clients with a simple, secure, and streamlined tax preparation solution.
Weiss clients can request access to a SafeSend Organizer by filling out the form below.
Please contact your Weiss representative if you need assistance with setting up or logging into your account.
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