In an age of growing technological advancements, Ronald Blue & Co. CPAs has made a commitment to serving our clients with excellence in everything we do. We have made several technological changes in an effort to improve our service to you, and we will continue to make improvements to our system to maximize the ease of use.
We have partnered with SafeSend’s suite of products to electronically gather your tax documents, send documents for e-signature, and deliver your tax returns and other important documents to you securely. SafeSend is a user-friendly, highly secure technology solution that allows you to manage your tax returns from the convenience of a computer or smartphone. SafeSend is a renowned leader in the CPA industry when it comes to secure, electronic transfer of files between firms and their clients.
Here’s what you can expect:
You will receive an email from firstname.lastname@example.org. Add this email to your contact list to prevent it from being categorized as spam, or
If you do not see an email from email@example.com, please check your Spam or Junk.
Save a copy of the email to access your return in the future. For the best experience, we recommend using Google Chrome/Edge/Firefox.
The following short video will walk you through the review and e-signature process.
Below are additional resources that review specifics of the tax return signing and payment process:
Frequently Asked Questions
Q: Will I receive a notification when my return is ready to sign?
A: Yes. Email notifications will be sent from Ronald Blue & Co. CPAs at firstname.lastname@example.org. To prevent the email from getting filtered to spam/junk, we recommend adding this email addresses to your safe list.
Q: What if I don’t receive an email with my access code?
A: Check your spam/junk email folder. If you do not receive your code within the 20-minute time limit, please request another. You can also search your email for “email@example.com.”
Q: Where do the identity verification questions come from? What if I don’t remember the answers?
A: The questions SafeSend Returns asks are knowledge-based questions pulled from government and credit sources. You may be asked questions such as where you lived in a given year, or when you bought your car or home. In the event the questions do not apply to you, simply choose the answer that accurately reflects this. If you don’t remember the answers to the questions, or you answer incorrectly, you won’t be able to electronically sign your e-file authorization form(s). You can instead print, sign, and return your e-file authorization form(s) to Ronald Blue & Co. CPAs.
Q: Will this work on any internet-connected device? Does SafeSend Returns offer an app for my smartphone?
A: This process can be completed on any computer, smart phone, or tablet via a web browser. There is currently no SafeSend Returns app available. The recommended browser to use is Google Chrome.
Q: Will I have the option to download and print my return to retain for my records?
A: Yes. You can download and print your return from a computer. If you’re using a smartphone or tablet, you can review and e-sign your return package but may not be able to print it. Please use a laptop or desktop computer for the best printing experience.
Q: How long will my information be retained on SafeSend? Can I use it for document storage?
A: Returns can be accessed in SafeSend for a maximum of 7 years. SafeSend is designed for the transfer of information between firms and their clients and does not function as a document storage platform.
Q: Can I sign my dependent’s return electronically?
A: We will deliver your dependent’s return via SafeSend Returns; however, due to the knowledge-based authentication requirements of the IRS, a minor dependent may not qualify. In those instances, you will need to manually sign and return your dependent’s e-file authorization form.
Q: I’d rather print and sign my e-file authorization form(s). Can I do that?
A: Yes – You can still print, sign, and mail your e-file form(s) back to the firm if you’d prefer to do so.
Q: After signing my e-file authorization form(s), will I receive confirmation that it was successfully submitted to the firm?
A: 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.
Q: Can I set up reminders for my quarterly estimated payment(s)?
A: If estimated payments are included in your review copy, you will automatically receive an email reminder before your payment is due. You can also turn off these reminders in your account settings.