01/07/2026
New CPA Tax Returns Client Portal
We're pleased to offer our clients the SafeSend One Client Portal as a way for you to keep your tax documents, and manage any action items (such as completing your tax organizer), all in a central location.
• For those clients who received their Tax Organizer(s) from us electronically – You’ll have already received an email(s) from Sechrest & Bloom, LLC at noreply@safesendreturns.com. Add this email to your safe list to prevent it from being categorized as spam or junk.
• For the best experience, we recommend using Google Chrome.
• [If you received your Tax Organizer from us by paper – You’ll be able to set up this Client Portal if/when we deliver your tax return to you for eSignature via SafeSend.]
Please review the steps in this article to learn how to create and manage your account: Client Portal Experience. Alternatively, you can choose to watch a 4-min video tutorial if you prefer.
As you’ll see in the tutorials listed above, if you have multiple tax returns with us (for example, we prepare your 1040 return, and/or we also prepare a 1041 fiduciary return that you’re trustee on, and/or an entity return for your business), you’ll then be able to use your Client Portal as a single Access Point to 1) access/complete each of your tax organizers, and 2) access all completed tax returns that we deliver to you via SafeSend (after we do this starting with your 2025 tax returns).
In addition, if you have a personal email address for your personal 1040 return, but another email address (such as a work email address) for your entity returns, you’re able to have all organizers/tax returns under multiple email addresses be included in your single Client Portal. [See steps 42 and 43 from the 4-minute video tutorial above about this.]
Benefits of using SafeSend One Client Portal:
• All of your outstanding tasks are organized in a list so you can efficiently manage and complete your tasks.
• Access, view, and download all files received or uploaded through SafeSend One.
• Receive proactive reminders and notifications directly from the portal.
• Easily track and manage your K-1 distributions and tax payment vouchers.
Going forward, you can access your online SafeSend One Client portal at https://www.sechrestcpa.com – select the ‘CPA Clients / Tax Returns Login’ box.
If you have questions, please feel free to contact us. Thank you again for having us be your CPA.
Regards,
The Team at Sechrest & Bloom, LLC
