Tax Center

Introducing SafeSend Gather®

Your Individual Income Tax Checklist and Questionnaire will now be delivered electronically via SafeSend Gather.

Implementing SafeSend Gather will allow us to complete the tax return preparation and delivery process in a completely paperless and secure manner from start to finish and will help you stay organized.

• You will receive an email from us at noreply@safesendreturns.com. Add this email to your safe list to prevent it from being categorized as spam or junk.
•  If you do not see an email from us at noreply@safesendreturns.com, please check your Spam or Junk Folder.
•  For the best experience, we recommend using Google Chrome.
•  Please save a copy of the email from noreply@safesendreturns.com to access in the future.

Once you have gained access you will be able to:

•  Answer your Custom Questionnaire (required)
•  Fill out your Organizer (if applicable)
•  Upload Source Documents

The benefits include:

•  Increased security around the sharing of your confidential tax documents.
•  Improved turnaround time to prepare your tax return – we will no longer have the delay of information being routed through the mail, or scanning of hard copy documents, and we will have immediate access to start the prep process.
•  Simultaneous access to the same tax documents – you will retain a copy of all information you provide us through the software, which means you will not have to wait for us to process and return any documents to you that you may need as we complete your tax return.

The following short video will walk you through the Gather experience.

Frequently Asked Questions

What if my Email ID is invalid the first time I access the Tax Dashboard?   

• Try using the “Don’t have an account? Sign Up” to register.

What if my access code isn’t sending to the correct phone number or email?

• Please contact us to confirm the correct information so the access code can be sent.

Why can’t I complete my questionnaire?

• The questionnaire does have questions that are *required to be answered.  If you are providing the information in another manner (uploading or entering in the organizer), you may enter N/A in the box.

Which file types can be uploaded?

• You can upload .pdf, .doc, .xls, .txt, .png, .jpeg, QBX, QBY, QBA, and QBB files.

What if I submitted my organizer but I wasn’t finished?

• We will need to unlock the request for you if you were not finished, please contact us. 

What if I need to upload additional documents after I have marked my documents complete?

• We encourage you to use the “Send Files” section of your Tax Dashboard.  

Can I fill out my Gather request on a tablet?

• Yes, the Gather request can be completed on a tablet. 

Can I fill out my Gather request on my phone?

• Gather requests can be partially completed on a phone.  You can upload documents but you cannot complete the questionnaire or organizer.

Introducing SafeSend Returns® for Tax Return Delivery

We are pleased to offer SafeSend Returns to our clients as our 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.  SafeSend Returns automatically sends the form(s) back to Kane Company for electronic filing of your tax returns.

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

1. You will receive an email from Kane Company with a “from” address of noreply@safesendreturns.com.
2. The email will contain a safe link for you to access your tax return.
3. After clicking on the link, you will be asked to enter the last four digits of your Social Security number to review your return.
4. SafeSend will email or text you an access code to further verify your identity. For emailed codes, check your spam or junk folders if you do not receive the email in your inbox. You must enter the code within 20 minutes of receipt. If you do not enter the code within 20 minutes, you can request another.
5. When you are ready to sign your e-file authorization form(s), you will be asked a series of simple questions to verify your identity.
6. Once you have signed the e-file authorization form(s), Kane Company will be notified and will complete the rest of the e-filing process.

The following short video will walk you through the Return experience.

Frequently Asked Questions

Coming Soon!