PBMares is excited to announce we will be using SafeSend Organizers™ for your 2022 tax return.
This software is a one-stop shop for you to do the following – all in one place! With SafeSend, you can:
- Digitally sign your engagement letter
- Electronically complete your tax organizer
- Upload your original tax documents
PBMares has been using SafeSend products for many years to safely and securely deliver electronic tax returns. It is reliable and easy to use from a variety of platforms. Our team of SafeSend experts is happy to help you through the process should you need any assistance along the way.
How Does This Work?
Your organizer will be emailed to you from PBMares, LLP (email@example.com) with the subject “Please Review and Complete your 2022 Tax Organizer for PBMares, LLP.”
Along with the link to access your electronic tax organizer, you will receive a personal e-mail from our team with detailed instructions for completing the organizer.
When you have received the majority of your tax documents, follow the on-screen steps to review, update and make notes to your 2022 tax organizer. Upload your tax documents securely to SafeSend Organizers, using your phone, tablet or computer.
If you would like further information, please watch this SafeSend video for a brief video demonstration or review our Frequently Asked Questions below.