SafeSend Returns

TBC is proud to offer a secure electronic delivery and signature of your Tax Return using SafeSend Returns. This is a simple, easy-to-use process for securely reviewing and e-signing your tax documents.

Features Include:

  • Electronically sign, save, and print your tax documents.
  • Links to your tax documents for up to three years.
  • Electronically access payment vouchers and receive email reminders of payments due.
  • Forward tax documents to bankers and other professional advisors through a secure email link.
  • Access your SafeSend Returns from you computer, smartphone, or tablet.

1040 Individual Returns

The process is easy and will work as follows:

  • You will receive an email from [email protected]
  • You will notice our Firm name indicated in the email.
  • This email will have a safe link in it for you to click and access your tax return.
  • You will need to provide the last 4 digits of your SSN and enter an Access Code that will be emailed to you in a separate email.
  • Follow the steps for completion, which will include electronic signature of your efile authorizations and a click of the button to send those signed forms back to TBC.
  • This process can be completed on your computer, smart phone, or tablet.

Business and Trust Returns

The process is easy and will work as follows:

  • You will receive an email from [email protected]
  • You will notice our Firm name indicated in the email.
  • This email will have a safe link in it for you to click and access your tax return.
  • You will need to provide the last 4 digits of your SSN and enter an Access Code that will be emailed to you in a separate email.
  • Follow the steps for completion, which will include electronic signature of your efile authorizations and a click of the button to send those signed forms back to TBC.
  • This process can be completed on your computer, smart phone, or tablet.