SafeSend Returns Client Letter

The below is a template to let your clients know that you will be using SafeSend Returns, and what they can expect:

Dear Client:

We are utilizing a new and exciting process this year for electronic delivery of your tax return, called SafeSend Returns.  SafeSend Returns will allow us to send you your tax return securely and will include easy to follow instructions to complete your return.  Please read below to understand the new process.

The process is easy and will work as follows:

  • In the near future you will be receiving an email from or
  • 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
  • Click on the link and you will be asked one simple question to verify your identity
  • Once the question is answered correctly, you will then be able to review and complete your return
  • Follow the steps for completion
  • This process can be completed on your computer, smart phone or tablet

We feel confident you will enjoy the ease of use and security of this new process and we look forward to your feedback.  Should you have any questions, please feel free to contact me at any time.