Client Resources
A secure, electronic tax return delivery system.
We are pleased to offer SafeSend Returns® to our clients as a secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes on-screen review of your return, collecting IRS-compliant e-signatures on e-file authorization forms, and options for making tax payments. Then, SafeSend Returns automatically sends the form(s) back to RMG.
Benefits of Using SafeSend Returns
- Receive your tax returns securely without the need to setup an account or remember a password
- Accessible across all platforms: computer, smartphone, or tablet
- Electronically sign your federal and state e-file authorizations (8879), no printing or mailing necessary
- Receive payment reminder e-mails
- Download a copy of your tax return
- For businesses, conveniently distribute your K-1s electronically
How It Works
- 1You will receive an email from RMG with a "from" address of noreply@safesendreturns.com.
- 2The email will contain a safe link for you to access your tax return.
- 3After clicking on the link, you will be asked to enter the last four digits of your Social Security number to review your return.
- 4When you are ready to sign your e-file authorization form(s), you will be asked three simple questions to verify your identity.
- 5Once you have signed the e-file authorization form(s), RMG will be notified and will complete the rest of the e-filing process.
Looking for a previously sent return? Search your inbox for an email from noreply@safesendreturns.com. If you can't locate it, contact us and we'll resend the link.
Watch & Learn
Helpful Videos
See SafeSend Returns in action — short walkthroughs of the client experience.
1040 Client Experience
How individuals review, e-sign, and submit their 1040 returns.
K-1 Entity Client Experience
How entities receive returns and distribute K-1s to recipients.
E-Signing with SafeSend Signatures
Completing your IRS-compliant e-signature on authorization forms.