Client Account Center
SafeSend
SafeSend makes reviewing and signing your tax documents simple and secure. Through the platform, clients can access completed tax returns, electronically sign e-file authorization forms, and return required documents directly to our team without printing, scanning, or mailing paperwork.
You can also save and print your tax documents, access prior returns, receive estimated tax payment reminders, and securely share documents with third parties when needed.
To help protect your sensitive information, SafeSend uses identity verification before you can access and sign your documents.
Suralink
Suralink makes document sharing simple, secure, and organized. Through the platform, clients can securely upload requested tax documents, audit support, financial statements, and other sensitive files in one centralized location.
Rather than sending files through email, Suralink allows you to view document requests in real time, upload files directly to specific requests, and collaborate with our team throughout your engagement – all while keeping your information protected with bank-level encryption.
TaxCaddy
TaxCaddy simplifies tax season by making it easier to gather and securely deliver your 1040 tax documents, complete your tax questionnaire, and communicate directly with our team in one convenient platform.
Using the mobile app or desktop platform, you can upload documents, take photos of tax forms, manually enter information, or securely connect financial accounts to automatically retrieve documents. TaxCaddy also provides real-time updates so you can track your return progress and see any outstanding items.
Contact your Lumsden McCormick tax professional to receive your TaxCaddy invitation, if you do not already have a login.