Subject: Implementation of SafeSend Gather Test 3 Friend
Hello Friend,
We are writing to inform you that our firm utilizes SafeSend to securely deliver and exchange sensitive documents with you.
Your 2025 U.S. Individual Income Tax document request list will be requested electronically via SafeSend Gather.
Implementing SafeSend Gather will allow us to complete the tax return collection, preparation, and delivery process in a completely paperless and secure manner from start to finish.
You will receive an email from Gamarra & Associates, LLC 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 Gamarra & Associates, LLC at noreply@safesendreturns.com, please check your Spam or Junk Folder.
For the best experience, we recommend using Google Chrome, Edge, or Firefox on your desktop.
Please save a copy of the email from noreply@safesendreturns.com to access your tax organizer, document request, and engagement letter in the future. Once you have requested the access code and entered it for entry to the welcome page, you will be able to do the below in the following order:
E- sign your Engagement Letter and other forms requiring signature (if applicable).
Answer the Custom Questionnaire (if applicable).
Fill out your tax organizer (if applicable).
Upload Source Documents against a checklist. Do not be alarmed when you see the documents categorized and a green check mark appear. That’s the beauty of the product in action.
As you progress, click Finish to move to the next event.
Once all documents are uploaded, please mark Finish indicating to your Tax Professional that all is submitted for tax preparation.
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, email and/or scanning of hard copy documents. We will have immediate access to start the preparation 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 organizer experience.
