What is the SafeSend Client Portal?

The SafeSend Client Portal is designed to create a centralized location for previous tax returns, signing and reviewing current year tax return(s), send files, request files, and view documents previously uploaded by you or shared by your CPA through any SafeSend application. This client portal increases organization and efficiency for both our clients and our firm. Clients can view and access outstanding tasks, upload and download documents, pay vouchers, distribute K-1’s, and update personal settings.

Create an Account

1. Go to https://hendersongardnerpllc.ssportal.com or click the SafeSend Client Portal tab located under resources.
2. Enter your Name.
3. Enter Your Email ID.  IMPORTANT: Please enter the email you use when operating SafeSend.  Please contact us if you need to confirm the email address.
4. Click Verify your email.
5. Enter the Access Code sent to your email.
6. Click Confirm once you’ve entered the access code.
7. Create a 6-digit PIN in the Create PIN field IMPORTANT: Keep this PIN stored somewhere safe for your records, as you will need it to sign into your account each time you need to access your SafeSend Client Portal.
8. Re-type the same 6-digit PIN into the Confirm PIN field.
9. Click Create Account.
10. You are now able to sign into your account with your email and PIN.  SafeSend Client Portal requires an access code that is sent to your email

How do I add my spouse’s email to my SafeSend Client Portal?

1. Login to your account.
2. Click on Security Settings located on the left side of the portal.
3. Under Merge Emails, you can add your spouse’s email address by typing in the box Add another email ID.
4. Once you have typed your spouse’s email into the box, click the Add button to save the email ID.