10/27/2025
New online process for delivering Tax Organizers and Tax Returns to clients; New online CPA portal system
We're excited to introduce our new, more efficient online processes via the SafeSend service for:
1. Delivering our Tax Organizer and Document Request List to you for our tax return preparation process. [NOTE - we typically send out 1040 Tax Organizers to clients around the first week of January. As this is a new system, we may send out 1040 Tax Organizers to clients in December instead to give us all additional time with a new system. Entity return Tax Organizers will continue to be delivered in mid-December. Just a heads up for you to keep an eye out for receiving this from us.]
2. Having clients complete our Tax Organizer and associated Organizer Questionnaire online, as well as uploading tax documents (W2s, 1099s) and other relevant tax information to us online for this data gathering process.
a. NOTE - Clients can upload documents via this process as you receive them. After uploading those documents to us, you can then 'Save and Close' to come back to this system to upload additional documents in the future. HOWEVER, once you click 'Finish', this will close the Gather Experience and you won't be able to continue uploading documents to us via this process. [There will be a warning message letting you know that if/when you click 'Finish'.]
b. Our suggestion is that if you've uploaded almost all of your documents but you're waiting for 1 or 2 documents that typically come late (for example, waiting to receive a K-1), go ahead and select 'Finish'. That will submit your information to us so we can begin working on your returns. Then, please deliver your remaining tax information to us separately via our secure delivery process (see 'Sending files securely to Sechrest & Bloom, LLC' below).
c. See "The Gather Client Experience" video below about this.
3. Delivering your completed Tax Returns to you for eSignature via this online process.
4. Allowing clients to forward copies of their completed tax returns to any interested parties (for example, to a mortgage broker for a mortgage application) via this online system. And also allowing clients to forward K-1s from their entity tax returns (1041, 1065, 1120S) to the intended K-1 recipients (beneficiaries, partners, shareholders) via this online system.
System generated email correspondence using these new processes will come from us as the following sender - Sechrest & Bloom, LLC <noreply@safesendreturns.com>. If you have questions about an email you receive from us from this email address, please let us know.
New online 'CPA Clients / Tax Returns' portal (effective beginning 11/4/2025)
1. We're changing over to a new online 'CPA Clients / Tax Returns' portal via this SafeSend system. In connection with the processes above, the 'CPA Clients / Tax Returns Login' box on our website (https://www.sechrestcpa.com) will reflect this new portal system. [The changeover will occur on 11/3/2025; the new portal system will be in place by 11/4/2025.]
2. Your online SafeSend portal will be automatically established the first time we send something out to you (such as your Tax Organizer) via this online system. You'll then deal with the portal system directly via Two Factor Authentication to get secure access to it. [You won't need to call our office for a password.]
3. Your portal will be based on your e-mail address. [For example, if we prepare a 1040 tax return for you with your personal e-mail address associated with the return, and we also prepare an entity (1041, 1065, 1120) return for you with that same e-mail address, then all returns under that same e-mail address will show up under the same portal for you.]
Introductory Videos of The Client Experience for these new processes
Below are short (5-6 minutes each) videos about these new processes. You may want to watch the applicable video(s) to see what these processes will look like. And/or come back to these videos when you're ready to do each of these processes with your Tax Organizer and/or Tax Returns.
1. Tax Organizer process - The Gather Client Experience.
2. Deliver Tax Returns (1040) - The 1040 Client Experience.
3. Deliver Tax Returns (1041, 1065, 1120 and 1120S) - The Entity Client Experience with K-1 Distribution.
Sending files securely to Sechrest & Bloom, LLC
If you want to send a secure e-mail to us:
1. You can do so via your new online portal.
2. Or else, please email a Sechrest Team Member. The Sechrest Team Member will send you an email containing a 'Click Here to Send Me Files Securely' link below their signature.
Clients who still want to receive paper copies of Tax Organizers and Tax Returns from us
We know some clients prefer to receive paper copies of their Tax Organizers and Tax Returns from us. We can still continue to do this.
We look forward to continuing to provide you with our professional, best-in-class tax return preparation service using these new processes. Thank you again for having us be your trusted CPA.
SIncerely,
The Team at Sechrest
