F+H is pleased to offer SafeSend Gather as our secure document collection system as well as SafeSend Client Portal for access to all your key tax-related documents and tasks in one place.
The client-friendly interface provides a centralized platform to efficiently manage all SafeSend tasks including e-signatures, document upload, and tax payments. Upon task completion, SafeSend immediately transmits your e-signatures and documents back to Friedman + Huey.
Benefits of Using SafeSend Gather & Client Portal
- Securely upload tax documents
- Instantaneous transmittal of documents and e-signatures
- Merge multiple email IDs to view all tasks and documents in one place
- Dashboard to show pending client tasks
- Personalized Gather lists to show which documents are expected, what has been uploaded, and the percentage of completion, giving you a clear picture of your progress
- Advanced AI that automatically categorizes your uploaded documents
- Access your Client Portal and view tax returns from previous years securely
How To Use SafeSend Client Portal
Click the link https://fhassoc.ssportal.com/ to access Friedman + Huey’s SafeSend Client Portal login page.
Click on the link that says “Don’t have an account? Sign up” below the blue “Continue” button. Create an account using the email id that F+H sends your tax documentation to. You will be prompted to enter your name and email address. Once you do that, you will then receive an email with an access code to further verify your identity. Check your spam or junk folders if you do not receive the email in your inbox. You must enter the code within 20 minutes of receipt. If you do not enter the code within 20 minutes, you can request another.
Once you have verified your email, you will be prompted to create a six-digit pin that will act as the password for your SafeSend Client Portal account. Each time you log in, you will be asked to provide the pin, and then do the two-step verification with a code sent to your email.
Access your dashboard to see outstanding tasks including document upload and signatures. You can also merge email ids to view the tasks and documents in one convenient dashboard.
Access Friedman + Huey’s SafeSend Client Portal:
SafeSend Gather Walkthrough
For Questions Regarding SafeSend Gather & Client Portal
If you would like to know more about SafeSend Gather & Client Portal or need your personal link resent, reach out to Julianna Metzler at 708-967-4495 or jmetzler@fhassoc.com.