CELEBRATING OVER SIXTY FIVE YEARS

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SIXTY FIVE YEARS

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SafeSend
by GPKLEG

  • Client Guide

We're here for you.

At GPKLEG, we are committed to delivering a secure, efficient, and client-friendly experience at every stage of the tax and advisory process. As part of that commitment, we utilize SafeSend — a modern digital platform designed to simplify the collection, review, signing, and delivery of your tax documents while maintaining the highest level of security and confidentiality.

SafeSend helps create a seamless and paperless experience so you can securely manage important tax and financial documents anytime, from anywhere.

This reflects GPKLEG’s commitment to combining world-class expertise with responsive, high-touch client service.

Secure Client Portal

The SafeSend Client Portal provides a centralized and secure location to:

  • Upload and access tax documents
  • Review requested items
  • Manage engagement communications
  • Access completed returns and supporting files
  • Maintain secure document storage year-round

This secure portal allows for faster collaboration while helping protect sensitive financial information through encrypted digital workflows.

Client Portal Login:

Client Login Portal

Helpful Resources:

SafeSend Gather:

SafeSend Gather streamlines the tax preparation process by securely collecting documents and information through an intuitive digital workflow.

Using AI-enhanced request lists and electronic engagement letters, Gather helps simplify communication and reduce delays throughout the preparation process.

Benefits include:

  • Secure document collection
  • Personalized request lists
  • Electronic engagement letters
  • Reduced paperwork and manual follow-up
  • Faster turnaround and improved organization

With SafeSend Gather, GPKLEG can deliver a more efficient, secure, and fully digital client experience from start to finish.

Helpful Resources

SafeSend Returns:

SafeSend Returns is GPKLEG’s secure electronic tax return delivery system designed to make reviewing, signing, and filing your returns simple and convenient.

The guided process allows you to:

  • Review your tax return online
  • Electronically sign IRS-compliant authorization forms
  • Receive clear filing instructions
  • Make federal and state tax payments securely
  • Return completed documents directly to our team electronically

The platform is designed to be intuitive and accessible across desktop and mobile devices.

Helpful Guides & Resources

Extensions:

If an extension is required, SafeSend provides a secure and simplified process for reviewing and electronically completing extension-related documentation.

Helpful Resources

SafeSend Signatures:

SafeSend Signatures provides a secure and convenient way to electronically review and sign important documents from virtually any device.

Whether you are in the office, at home, or traveling, you can quickly complete required signatures through a streamlined digital experience.

Helpful Resources

A Better Client Experience:

At GPKLEG, we believe clients deserve responsive communication, seamless service, and secure technology solutions that support complex financial needs with clarity and efficiency. 

SafeSend is part of our ongoing commitment to delivering a modern client experience built around accessibility, security, and personalized service.

If you have questions about using SafeSend or need assistance at any point in the process, our team is always available to help.

Need assistance? Contact GPKLEG today.

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