SafeSend FAQs

SafeSend Returns

To better serve our clients, Stewart & Company has automated the individual, business and trust return process with SafeSend Returns technology. You can take care of the delivery, review and signature of your federal and state tax returns from the convenience of your computer, smartphone or tablet. User-friendly and highly secure, SafeSend Returns is an easier way to manage your tax return. The process is simple: Verify your identity, enter an access code and follow the step-by-step instructions.

How it works: 

  1. You will receive an email from with a unique and secure access link when your tax documents are ready for review. 
  2. Once you click on the access link, you will be asked to complete an identity verification process through the SafeSend Returns platform per IRS guidelines.
  3. After you have verified your identity, SafeSend Returns will walk you through the review and e-sign process with easy to follow step-by-step instructions.
  4. You will be able to download and save your files once you have reviewed them. (Documents that are downloaded as a zip file cannot typically be opened by smartphones or tablets.)

Here's a link to a short 3 minute Taxpayer Video that will walk you through the process. 

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