Beginning January 2023, Lumsden McCormick is teaming up with SafeSend

Benefits of Using SafeSend

  • You will be able to electronically view, sign, save and print your tax documents.
  • You will have access to your tax return for seven years.
  • You will be able to receive estimated tax payment reminders at a schedule of your choosing.
  • You can securely forward your tax documents to anyone you choose, such as a bank.

How it Works

SafeSend is a user-friendly and highly secure software solution that will allow you to electronically view your tax return(s), sign your e-file authorization form(s), and return them quickly and securely to Lumsden McCormick, directly from the SafeSend platform.

Those who qualify will be able to review their tax return, sign their e-file authorization form(s), and return it quickly and securely to their Lumsden McCormick professional, directly from the SafeSend platform.

The process is easy and works as follows:

  1. You’ll receive an email from or Lumsden McCormick will be indicated in the email.

  2. This email will contain a safe link for you to access your tax return.

  3. You’ll be prompted to enter the last four digits of your Social Security or EIN number in order to review your return.

  4. Then, SafeSend will email you an access code to further verify your identity. Check your spam or junk folders if you don’t see it in your inbox. You must enter the code within 10 minutes of receipt. If the code isn’t entered within 10 minutes, you can request another.

  5. When you’re ready to sign your e-file authorization form(s), you’ll be asked three simple questions to verify your identity. *Note: This step is for 1040 clients only*

  6. After you sign, if you are filing jointly, SafeSend will ask you to type in the email address of your spouse. They will then receive email notification to access SafeSend and sign the e-file authorization form(s). *Note: This step is for 1040 clients only*

  7. If the return includes K-1s to be distributed, you have the option of emailing K-1s to the recipients. Simply enter their email address. *Note: This step is for 1041 and 1065/1120 clients only*

  8. Once you’ve signed the e-file authorization form(s), your Lusmden McCormick team member will be automatically notified and will complete the rest of the e-file process.

Shortly before your return is sent to you, you will receive an email from a team member at Lumsden McCormick advising you to expect your tax return via SafeSend Returns. This email will include a short video explaining the simple process of signing your tax return and, if applicable, the distribution of K-1s.

Other Client Software Resources

  • TaxCaddy - Gather and deliver your tax documents to Lumsden McCormick
  • Suralink - File portal and workflow software for audit and accounting engagements and tax-only business clients

Comprehensive. Proactive. Accessible.
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