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SafeSend Returns Resource Center

Simplifying your income tax filing

Your CPA’s work is complicated, but your piece of income tax season doesn’t need to be.  Save time and enjoy a streamlined, paperless and automated experience this tax season by using TaxCaddy and SafeSend Returns.

Getting Started with SafeSend Returns

SafeSend Returns is a user-friendly and highly secure software solution that makes it easier for you to review and sign your tax return from the comfort of your own home or any location with internet connection. The process is simple, user-friendly and highly secure. Simply

  • Verify your identity
  • Enter an access code
  • Follow the step-by-step instructions to review and sign your tax return(s)

More details instructions appear below for both individual and business filers.

SafeSend Returns Process for Individuals

Step 1: Invite
  • Look for an email from Adams Brown at noreply@safesendreturns.com
  • Click on the safe link to access your tax return
  • Add this address to your safe list to prevent it from being categorized as spam or junk
  • Select “request access code,” and then enter the access code you receive via email or text into the required field
Step 2: Review and Sign
  • Review your completed tax return and any accompanying documents and letters
  • Answer the IRS identity verification questions to electronically sign your e-file authorization using SafeSend Returns
Step 3: Pay
  • View and pay your estimated tax payments, see your federal and state tax liability, and download the payment vouchers to mail payments in with a check in the Make Payments section
  • Receive future payment reminders for upcoming payments
Step 4: Download
  • Download a copy of your completed tax return to your computer for your records

SafeSend Returns Process for Businesses

Step 1: Invite
  • Look for an email from Adams Brown at noreply@safesendreturns.com
  • Add this address to your safe list to prevent it from being categorized as spam or junk
  • Click on the safe link to access your tax return
Step 2: Access
  • Select “request access code”
  • Enter the access code you receive via email or text into the required field
Step 3: Review and Sign
  • Review your completed tax return and any accompanying documents
  • Print and sign your e-file form and submit them to Adams Brown through SafeSend Returns
Step 4: Download & Distribution of K-1s
  • Download a copy of your completed and signed tax return to your computer to retain for your records
  • Distribute K-1s via email and SafeSend Returns will track when they have been downloaded
Additional Resources
SafeSend Returns Tips & Resources

Find information, tips and resources that will assist you with using SafeSend Returns this year

See Tips
Additional Resources
SafeSend Returns FAQ

Find answers to frequently asked questions you may have about using SafeSend Returns

View FAQs
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Here's to a Successful Tax Filing Season

We look forward to serving you during another successful tax filing season. For questions and more information, please contact your tax advisor.

Contact a Tax Advisor