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SafeSend, Client Login, Make a Payment, & Other Helpful Resources

SafeSend Returns


This year, Baker Holtz will deliver tax returns electronically for those who qualify using SafeSend Returns – An intuitive application with a step-by-step, automated filing experience.

You’ll be able to review your return, sign, and submit – all from your computer or mobile device. And did we mention it’s fast, completely secure, and easy to use?

For more information on SafeSend Returns and how Baker Holtz will implement and use this service, please view our Frequently Asked Questions below, call us at 616-458-1835, or email us at

*Individuals who qualify for this delivery method will receive separate email communications with detailed instructions


  • Receive your tax returns securely without the need to set up an account

  • Accessible across all platforms – computer, smartphone, or tablet

  • Electronically sign your federal and state e-file authorizations (8879), no printing or mailing necessary

  • Receive payment reminder e-mails

  • Make payments securely online

  • Download a copy of your tax return

  • For businesses, conveniently distribute your K-1s electronically


Will I receive a notification when my return is ready to sign? Yes. Email notifications will be sent from To prevent the email from getting filtered to spam/junk, we recommend adding this email address 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. What if I don't receive an email with my access code? Check your spam/junk email folder. If you do not receive your code within the 20 minute time limit, please request another. You might also search your email for Some emails hide junk very well. Where do the identity verification questions come from? What if I don't remember the answers? The questions SafeSend Returns asks are knowledge-based questions pulled from government and credit sources. You may be asked questions such as where you lived in a given year, or when you bought your car or home. In the event the questions do not apply to you, simply choose the answer that accurately reflects this. If you don’t remember the answers to the questions, or you answer incorrectly, you won’t be able to electronically sign your e-file authorization form(s). You can instead print, sign, and return your e-file authorization form to Baker Holtz. Will pulling these verification questions affect my credit score? Acquiring these questions does not affect your credit score in any way (it is not a soft-hit). Will this work on any internet-connected device? Does SafeSend offer an app for my smartphone? This process can be completed on any computer, smartphone, or tablet via a web browser. There is currently no SafeSend Returns app available. Will I have the option to download and print my return to retain for my records? Yes. If you are using a smartphone or tablet, you may not be able to download and print your return, but you’ll be able to review and e-sign it. You can always download and print your return from a computer at a later date. 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, Baker Holtz is automatically notified, and we will then complete the process of filing for you, including submission to the IRS. My spouse and I file our return jointly. How can we both sign the e-file authorization form? The spouse with the primary email address will first receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s) and then enter an email address for the second spouse. The second spouse will then receive the email link with identity verification questions specific to him/her. Once the second spouse electronically signs the e-file authorization form(s), Baker Holtz will be notified that signing is complete. If a couple shares an email address, the primary signer will first receive a link with identity verification specific to him/her. After the primary signer signs the e-file authorization form(s), he/she can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse. Can I sign my dependent's return electronically? Baker Holtz will deliver your dependent’s return using SafeSend Returns. However, most dependents may not have sufficient government and financial data available to successfully complete the electronic signature process. Therefore, Baker Holtz will generally deliver those returns in a manner set up for manual signature. The intended forms will require you to return it through SafeSend Returns or via email at I'd rather print and sign my e-file authorization form(s). Can I do that? Yes – You can still print, sign, and mail your e-file form(s) back to Baker Holtz if you’d prefer to do so. After signing my e-file authorization form(s), will I receive confirmation that it was successfully submitted? 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? If estimated payments are included in your review copy, you will automatically receive an email reminder 7 days before your payment is due. Will you return my source documents? Yes. We will return your source documents in the mail. If you wish to opt-in to have your source documents returned electronically in a PDF, please contact our office and let us know. If you wish to pick up your source documents instead of mailing, contact us and we will have them ready for you to pick up. Still have questions? We’re here to help! Contact any member of our team at 616-458-1835 or email


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