SafeSend is a tax automation software platform used by Koblick & Weinstein CPAs P.C. to streamline the entire tax workflow — from document intake and engagement letters to e-signatures and the final delivery of your completed tax return. It is purpose-built for accounting and CPA firms and trusted by thousands of practices nationwide.
As a client, SafeSend gives you everything you need in one place: receive your completed tax return, review and e-sign your signature forms digitally from any device, access your prior returns at any time through your secure client portal, and send confidential documents or messages directly to our team — all without ever relying on unsecured email.
Clients can securely upload documents, send confidential messages, and communicate sensitive information directly to our team through SafeSend's encrypted portals — no email required. Use the Personal portal for individual tax documents, or the Business portal for business-related materials.
The same portals also serve as our secure messaging channel. If you need to share sensitive information beyond documents — account details, personal data, or confidential notes — simply include a message with your upload. Our team uses this same channel to send secure communications back to you.
Not sure which portal to use? Either will work — just include your name and a brief description of what you are sending and we will route it accordingly.
Financial documents contain some of your most sensitive personal information — Social Security numbers, income records, account balances, and more. Sending these materials over standard email puts that information at serious risk. SafeSend was built specifically for the accounting industry to eliminate that risk entirely.
Every file, signature, and message transmitted through SafeSend is encrypted using 256-bit SSL technology — the same standard used by banks and financial institutions. Your documents are never stored insecurely or transmitted in plain text, and are accessible only by authorized members of our team.
Whether you are uploading source documents, receiving and signing your completed return, accessing your client portal, or sending us a secure message — SafeSend ensures every interaction is handled with the highest standard of privacy and security.