SafeSend One – Secure File Transfer Best-in-class security and ease-of-use without log-in credentials – that’s what Secure File Transfer gives your clients They can send and receive files without the hassle of creating accounts and managing passwords
SafeSend One - Tax Returns SafeSend One is SOC 2 Type 2 certified Provide an unrivaled client experience without making your clients have to sign in, reset passwords, and all of that hassle
SafeSend - Login Welcome to Safesend! Forgot Username? Forgot Password? New on our platform? Create an account
SafeSend Login Migration – SafeSend Returns Your existing SafeSend login (username and password) will no longer be used Instead, all users will have a Thomson Reuters login, which they will use to log into SafeSend
Client Portal Experience – SafeSend Returns Update the PIN used to log in to your Client Portal account Allow a third-party to access your client portal to review documents and perform actions like distributing K-1s These users only receive access codes via mobile for security reasons