SafeSend General Information

SafeSend can be used for Organizers and also for tax return delivery and e-signatures. 

Click here for the SafeSend Portal. If you have received any correspondence from us via SafeSend you can create and access your SafeSend Portal using this link. From there you can see past returns along with your current activity.

About SafeSend Returns

SafeSend Returns is a user-friendly and highly secure technology solution that allows you to manage your tax returns from the convenience of a computer or smartphone.  Here is an overview of that process.

  • When your tax return is ready you will receive an email from Robinson, Grimes & Company, P.C. at noreply@safesendreturns.com. The email will contain a safe link for accessing your tax return and for the electronic signing process. For the best experience, we recommend using Google Chrome or Microsoft Edge.

    • Add this email address to your “safe list” to prevent it from being categorized as spam or junk mail.

    • If you do not see an email from Robinson, Grimes & Company, P.C. at noreply@safesendreturns.com, please check your Spam or Junk E-Mail folder.

    • Important: Please save the email from noreply@safesendreturns.com to access your return in the future.

  • After clicking the link you will be asked to complete an identity verification process.

  • After completing the identity verification you will have access to your tax return where you can:

    • See if you owe taxes, are receiving any refunds, and see your estimated tax payments (if applicable).

    • View it on-screen, download it, and/or print it.

    • Electronically sign your e-file authorization forms.

  • Complete the electronic signing process. Use the “Click Here to Begin” button to start.

    • Note for married couples: The IRS requires both individuals electronically sign independently.

  • Once the taxpayer listed first on the return completes the electronic signing process the spouse will receive a similar email and must complete their own electronic signing process. Once the e-file authorization form(s) has been signed, RGC will be notified and will complete the e-filing process on your behalf.​​

Video Tutorials

Individual 1040 Tax Return Guide

Entity Tax Return Guide

Reference Guides

​1040 Client Experience Quick Reference Guide

Entity Client Experience Quick Reference Guide 

K-1 Distribution Quick Reference Guide

SafeSend Returns FAQs

  • SafeSend Returns allows you to:

    • Electronically view, sign, save and print your tax documents.

    • Access to your tax return for seven years.

    • Receive estimated tax payment reminders at a schedule of your choosing.

    • Securely forward your tax documents to anyone you choose, such as a bank.

  • Yes, look for HTTPS:// at the beginning of the site URL and a locked padlock symbol in your browser's URL bar to confirm you are on a secure site. For more information about product security, see SafeSend's Information Security Overview. 

  • Yes, you will receive an email stating it was successful.

  • Yes, email notifications regarding your return will be sent from noreply@safesendreturns.com.

  • Yes, you can do this from the Pay screen. See the Tax Payments section of SafeSend's Client Experience article for more information.

  • The K-1 Distribution Page will show "Declined Consent". If they happen to decline by accident you can click "Resend" to allow them to accept and download. See SafeSend's K-1 Distribution article for more information.

  • Yes, select the Manually Sign button in the Sign section of your return. See the Manual Sign section of SafeSend's Client Experience article for more information.

  • See SafeSend's Access Codes Explained article for troubleshooting steps.

  • The firm will send the return to one spouse first, who will complete signing. At this point, the second spouse will receive the return for signing. See SafeSend's Client Experience article for more information.

  • Yes, you can do so during the Review step of the process and after signing is completed. See SafeSend's Client Experience article for more information.

  • Google Chrome (preferred), Firefox, Edge and Safari are all compatible with SafeSend.