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SafeSend Returns Client Video

A typical 1040 return experience using SafeSend.

January 17, 2024

SafeSend Organizers Client Video

A typical experience using SafeSend Organizers.

January 17, 2024

Tax Organizer

New Client Tax Organizer for tax year 2023

January 17, 2024

1099 Worksheet

Fillable 1099 Client Letter and Worksheet

January 17, 2024

Q1 – Winter

January 10, 2024

December Market Recap & Fourth Quarter Rallies

In December, financial markets continued higher. For the calendar year, all four investment categories produced gains.

January 2, 2024

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