Introducing SafeSend Gather
by Ira Grossbach on Jan 17, 2025 2:59:59 PM
At Revonary, we're always looking for ways to improve the experience we deliver for you. Ahead of this tax season, we're excited to tell you about SafeSend Gather.
SafeSend Gather provides a centralized place for you to efficiently manage all tasks and documents. It's a comprehensive, easy-to-use dashboard that will make your experience working with Revonary smoother than ever.
Here's What to Expect
You will receive an email from Revonary at noreply@safesendreturns.com. Add this email to your safe list to prevent it from being categorized as spam or junk.
If you do not see an email from Revonary at noreply@safesendreturns.com, please check your Spam or Junk Folder.
For the best experience, we recommend using Google Chrome, Edge or FireFox on your desktop.
Click Let's Get Started to access your tax organizer, document request, and engagement letter. Once you have requested the access code and entered it for entry to the welcome page, you will be able to complete the tasks below:
- E- sign your Engagement Letter and other forms requiring signature (if applicable).
- Answer the Custom Questionnaire (if applicable).
- Fill out your tax organizer (if applicable).
- Upload Source Documents against a check list. Do not be alarmed when you see the documents categorized and a green check mark appear. That’s the beauty of the product in action.
- As you progress, click Finish to move to the next event.
- Once all documents are uploaded, please mark Finish indicating to your Tax Professional all is submitted for tax preparation.
Click here to watch a step-by-step video.
We're excited about this new way of working and believe it will provide you with many benefits, including:
- Increased security around the sharing of your confidential tax documents.
- Improved turnaround time to prepare your tax return – we will no longer have the delay of information being routed through the mail, email and/or scanning of hard copy documents. We will have immediate access to start the preparation process.
- Simultaneous access to the same tax documents – you will retain a copy of all information you provide us through the software, which means you will not have to wait for us to process and return any documents to you that you may need as we complete your tax return.
Please call our office at 914-468-0400 or email our SafeSend expert Sabina SKozyra@revonary.com with any questions.
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