01/06/2026
Sending out 1040 Tax Organizers via SafeSend
Your 2025 tax year Individual / 1040 Income Tax Organizer will be delivered electronically via SafeSend Gather. [If you've previously requested to have a paper copy of your Organizer sent to you, we'll continue to deliver your Organizer to you that way.]
Implementing SafeSend Gather will allow us to complete the tax return collection, preparation and delivery process in a completely paperless and secure manner from start to finish.
You will receive an email 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.
If you do not see an email from Sechrest & Bloom, LLC at noreply@safesendreturns.com, please check your Spam or Junk Folder.
For the best experience, we recommend using Google Chrome, Edge or FireFox on your desktop.
Please save a copy of the email from noreply@safesendreturns.com to access your tax organizer, document request, and engagement letter in the future. Once you have requested the access code and entered it for entry to the welcome page, you will be able to do the below in the following order:
- E- sign your Engagement Letter and other forms requiring signature (if applicable).
- Answer the Custom Questionnaire (if applicable).
- Fill out your tax organizer (if applicable).
- Upload Source Documents against a check list. [Do not be alarmed when you see the documents categorized and a green check mark appear. That’s the beauty of the product in action.]
- As you progress, click Finish to move to the next event.
- Once all documents are uploaded, please mark Finish indicating to your Tax Professional all is submitted for tax preparation.
- Click here to watch a step-by-step video.
The benefits include:
- Increased security around the sharing of your confidential tax documents.
- Improved turnaround time to prepare your tax return – we will no longer have the delay of information being routed through the mail, email and/or scanning of hard copy documents. We will have immediate access to start the preparation process.
- Simultaneous access to the same tax documents – you will retain a copy of all information you provide us through the software, which means you will not have to wait for us to process and return any documents to you that you may need as we complete your tax return.
If you have any questions, please feel free to contact us. Thank you for having us be your CPA.
