Do I use a username/password or multi-factor authentication to access the Client Portal?

You always require a unique access code to log in. A client-specific PIN is required when logging in from a new browser or device

Can I reset my own PIN?

Yes, you can reset your PIN directly from the Client Portal or by clicking “Forgot PIN” on the login page.

Can I reset the email ID I use to log in?

Yes, you can reset your primary email ID from the Security Section inside the Client Portal.

Can the Client Portal be accessed from a tablet or mobile device?

The Client Portal is not currently available on tablets or mobile devices.

What happens if an email ID is unmerged (removed) from the Client Portal account?

Pending or partially completed tasks related to that email ID are removed. Any files generated from completed tasks will stay in the account.

Is there a limit to the number of email IDs that can be merged into my Client Portal account?

Yes, the maximum number of merged emails is 15.

Will I receive a notification when my return is ready to sign?

Yes. Email notifications will be sent from Fusion CPA at noreply@safesendreturns.com. To prevent the email from getting filtered to spam/junk, we recommend adding this email addresses to your safe list.

Is it safe to enter part of my Social Security Number?

Yes. SafeSend Returns offers a secure system to view and sign your e-file authorization form(s). Look for https:// at the beginning of the site URL and a locked padlock symbol in your browser’s URL bar to confirm you are on the secure site.

Will I have the option to download and print my return to retain for my records?

Yes. You can download and print your return from a computer. If you’re using a smartphone or tablet, you can review and e-sign your return package but may not be able to print it. Please use a laptop or desktop computer for the best printing experience.

How is this process different from e-filing?

SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won’t submit your return to the IRS. Once signed, your CPA at Fusion CPA will be automatically notified, and will then complete the e-filing process for you, including submission to the IRS.

After signing my e-file authorization form(s), will I receive confirmation that it was successfully submitted to the firm?

Yes! Once you sign your e-file authorization form(s), you will receive an email stating it was successful. The email will also include a link to download a copy of your tax return for your records.

Can I set up reminders for my quarterly estimated payment(s)?

If estimated payments are included in your review copy, you will automatically receive an email reminder before your payment is due.

Do I use a username/password or multi-factor authentication to access the Client Portal?

You always require a unique access code to log in. A client-specific PIN is required when logging in from a new browser or device

Can I reset my own PIN?

Yes, you can reset your PIN directly from the Client Portal or by clicking “Forgot PIN” on the login page.

Can I reset the email ID I use to log in?

Yes, you can reset your primary email ID from the Security Section inside the Client Portal.

Can the Client Portal be accessed from a tablet or mobile device?

The Client Portal is not currently available on tablets or mobile devices.

What happens if an email ID is unmerged (removed) from the Client Portal account?

Pending or partially completed tasks related to that email ID are removed. Any files generated from completed tasks will stay in the account.

Is there a limit to the number of email IDs that can be merged into my Client Portal account?

Yes, the maximum number of merged emails is 15.

Will I receive a notification when my return is ready to sign?

Yes. Email notifications will be sent from Fusion CPA at noreply@safesendreturns.com. To prevent the email from getting filtered to spam/junk, we recommend adding this email addresses to your safe list.

Is it safe to enter part of my Social Security Number?

Yes. SafeSend Returns offers a secure system to view and sign your e-file authorization form(s). Look for https:// at the beginning of the site URL and a locked padlock symbol in your browser’s URL bar to confirm you are on the secure site.

Will I have the option to download and print my return to retain for my records?

Yes. You can download and print your return from a computer. If you’re using a smartphone or tablet, you can review and e-sign your return package but may not be able to print it. Please use a laptop or desktop computer for the best printing experience.

How is this process different from e-filing?

SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won’t submit your return to the IRS. Once signed, your CPA at Fusion CPA will be automatically notified, and will then complete the e-filing process for you, including submission to the IRS.

After signing my e-file authorization form(s), will I receive confirmation that it was successfully submitted to the firm?

Yes! Once you sign your e-file authorization form(s), you will receive an email stating it was successful. The email will also include a link to download a copy of your tax return for your records.

Can I set up reminders for my quarterly estimated payment(s)?

If estimated payments are included in your review copy, you will automatically receive an email reminder before your payment is due.

SafeSend Tax Portal | Fusion CPA Clients

Q: What if I forget the email ID I use for the Client Portal?

Please contact our Operations Director, Danielle Palmer, at dp@fusiontaxes.com .

Is the client experience going to affect individual task workflows?

Clients will receive an email with a link to the Client Portal. All emails come from noreply@safesendreturns.com. If you have not received your email yet, please contact our Operations Director, Danielle Palmer, at dp@fusiontaxes.com.
No, the Client Portal simply allows a different authentication method to access the workflows you are already used to seeing.

You can use a single login and do not need to authenticate separately across different SafeSend Products.

Where do the identity verification questions come from? What if I don’t remember the answers?

SafeSend Returns uses knowledge-based questions pulled from government and credit records. These questions may ask, for example, where you lived in a certain year or when you purchased your car or home. If a question does not apply to you, simply select the answer that best reflects your situation.
If you do not remember the answers or provide incorrect responses, you will be unable to electronically sign your e-file authorization form(s). In that case, please contact our Operations Director, Danielle Palmer, at dp@fusiontaxes.com. She will assist you with a resolution strategy.

My spouse and I file our return jointly. How can we both sign the e-file authorization form(s)?

For spouses filing jointly, there are a few ways to sign via SafeSend Returns:

If both spouses have an email address on file, each will receive an email with a link to view the return and sign the e-file authorization form(s). First, one spouse will receive the link with identity verification questions specific to him or her. He or she will sign the e-file authorization form(s) and confirm the other spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her, and then sign the form(s). Once the second spouse electronically signs the e-file authorization form(s), Fusion CPA will be automatically notified.
If only one spouse has an email address on file, he or she will receive an email with a link to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her, and then sign the form(s). Once the second spouse electronically signs the e-file authorization form(s), Fusion CPA will be automatically notified.
If only one spouse has an email address on file, he or she will receive an email with a link to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her, and then sign the form(s). Once the second spouse electronically signs the e-file authorization form(s), Fusion CPA will be automatically notified.
If a couple shares an email address, the initial recipient will receive an email with a Subject line that denotes who the link is being sent to for the respective individual to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address (same as used for initial delivery), which will send an email link to the second spouse that includes the respective signer’s name in the Subject line. Once the second spouse electronically signs the e-file authorization form(s), Fusion CPA will be automatically notified.

Can I sign my dependent’s return electronically?

We will deliver your dependent’s return via SafeSend Returns; however, due to the IRS’s knowledge-based authentication requirements, a minor dependent may not qualify.

In such instances, once you have reviewed the return and are ready to sign, please contact our Operations Director, Danielle Palmer, at dp@fusiontaxes.com. She will assist you with the next steps and provide an alternative signing solution.

Is the client experience going to affect individual task workflows?

You can use a single login and do not need to authenticate separately across different SafeSend Products.

Where do the identity verification questions come from? What if I don’t remember the answers?

SafeSend Returns uses knowledge-based questions pulled from government and credit records. These questions may ask, for example, where you lived in a certain year or when you purchased your car or home. If a question does not apply to you, simply select the answer that best reflects your situation.
If you do not remember the answers or provide incorrect responses, you will be unable to electronically sign your e-file authorization form(s). In that case, please contact our Operations Director, Danielle Palmer, at dp@fusiontaxes.com. She will assist you with a resolution strategy.

My spouse and I file our return jointly. How can we both sign the e-file authorization form(s)?

For spouses filing jointly, there are a few ways to sign via SafeSend Returns:

If both spouses have an email address on file, each will receive an email with a link to view the return and sign the e-file authorization form(s). First, one spouse will receive the link with identity verification questions specific to him or her. He or she will sign the e-file authorization form(s) and confirm the other spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her, and then sign the form(s). Once the second spouse electronically signs the e-file authorization form(s), Fusion CPA will be automatically notified.
If only one spouse has an email address on file, he or she will receive an email with a link to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her, and then sign the form(s). Once the second spouse electronically signs the e-file authorization form(s), Fusion CPA will be automatically notified.
If only one spouse has an email address on file, he or she will receive an email with a link to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her, and then sign the form(s). Once the second spouse electronically signs the e-file authorization form(s), Fusion CPA will be automatically notified.
If a couple shares an email address, the initial recipient will receive an email with a Subject line that denotes who the link is being sent to for the respective individual to view the return and sign the e-file authorization form(s). He or she will sign the e-file authorization form(s) and provide the other spouse’s email address (same as used for initial delivery), which will send an email link to the second spouse that includes the respective signer’s name in the Subject line. Once the second spouse electronically signs the e-file authorization form(s), Fusion CPA will be automatically notified.

Can I sign my dependent’s return electronically?

We will deliver your dependent’s return via SafeSend Returns; however, due to the IRS’s knowledge-based authentication requirements, a minor dependent may not qualify.

Once the return is completed you are directed back to the Welcome Page, but different options are now available. It is also what populates when you re-enter the return at a later date.

Summary panel.
- Click the Print icon to print the summary.
Send reminder to spouse for joint 1040s.
Click Make Tax Payments to be directed back to the Pay section.
Click Download Tax Documents to see a list of documents included in the return.
Click View Tax or Forward Tax Documents to be taken back to the review step.
Click View or Download Signed Documents to download the signed e-file forms.
Click Print and Mail Paper File Returns to access your Paper File returns.
Click Pay or View Tax Preparation Fees to pay your invoice or mark it as paid.

Info: Any signed documents downloaded from SafeSend are password-protected and cannot be edited. The audit report printed with the signed document is used as a security standard to track document history events. Allowing the report to be edited would make it unviable.

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SafeSend | Tax Portal

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Please note: If there is a spouse on the return the confirmation screen below appears. Here you can update the spouse’s email and add a phone number (optional). Click Next to finalize signing.

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Danielle Palmer

Operations Director

Contact Us

Danielle Palmer

Operations Director

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