At Revonary, we’re committed to making tax season less stressful and more efficient for our clients. That’s why we’re excited to offer SafeSend Gather, a cutting-edge solution that streamlines the tax document collection process. Whether you’re an individual taxpayer or a business client, SafeSend Gather ensures your documents are organized, secure, and ready for timely filing.
Gone are the days of endless email threads and misplaced attachments. With SafeSend Gather, you can provide your tax information quickly and securely, giving you more time to focus on what matters most.
SafeSend Gather is designed to simplify the tax preparation process for you. Here’s how it works and how you’ll interact with the platform:
Receive Your Invitation: You will receive an email from Revonary at noreply@safesendreturns.com. To ensure you receive this important communication, add this email to your safe list and check your spam or junk folder if it’s not in your inbox.
Access the Secure Portal: Using the provided link, access the SafeSend Gather portal through a compatible browser. We recommend you use Google Chrome, Edge, or Firefox on your desktop for the best experience.
Begin the Process:
Click the "Let’s Get Started" button to enter the portal.
Request and input the access code sent to your email to securely enter the welcome page.
Complete Key Tasks:
E-Sign Your Engagement Letter: Review and electronically sign the engagement letter and any other forms requiring your signature.
Answer the Questionnaire: Fill out a custom questionnaire tailored to your tax situation.
Organize Your Tax Information: Complete your tax organizer.
Upload Your Documents: Use the provided checklist to upload all required source documents. The system automatically categorizes and validates your uploads, with green check marks indicating completion.
Progress Through the Steps: As you complete each task, click "Finish" to move on to the next stage of the process. You’ll always know what’s left to do.
Submit for Review: Once all required tasks are completed and documents uploaded, mark the process as "Finished" to notify your Revonary tax professional that your submission is ready for preparation.
From start to finish, SafeSend Gather ensures a smooth, secure, and intuitive experience, giving you confidence that your tax information is in expert hands.
This video provides you with a walk-through of the process.
We're confident that SafeSend Gather will provide our clients with a much better experience this tax season. When you use SafeSend Gather with Revonary, you’ll experience:
Enhanced Efficiency: Eliminate the chaos of email chains and file-sharing apps. Everything you need is in one place.
Secure Document Sharing: Your sensitive financial information is safe, thanks to robust encryption and compliance with data protection standards.
Deadline Awareness: Receive reminders to stay ahead of key filing dates, ensuring your taxes are filed on time.
Convenience: Whether you’re at home or on the go, SafeSend Gather allows you to submit documents from any device.
To ensure a smooth tax season, it’s crucial to stay aware of upcoming deadlines. Here are some key dates Revonary clients should keep in mind:
Timely submission is key to avoiding penalties and ensuring a smooth process. If a completed package of your tax documents is not received by March 23, 2025, we cannot guarantee we will be able to file your tax return by April 15, 2025, and an extension will be filed.
What is SafeSend Gather?
SafeSend Gather is a secure, user-friendly tool that simplifies the collection and organization of tax documents. It allows clients to securely upload their tax information directly to Revonary’s team.
How secure is SafeSend Gather?
SafeSend Gather uses advanced encryption and adheres to strict data protection standards, ensuring your sensitive financial information is fully secure.
What documents do I need to upload?
Commonly requested documents include W-2s, 1099s, K-1s, and other income and expense records. Revonary will provide a personalized checklist tailored to your tax situation.
How do I get started with SafeSend Gather?
Revonary will send you an invitation to access the SafeSend Gather platform. Simply click the link, follow the instructions, and begin uploading your documents. The email will come from noreply@safesendreturns.com – make sure you add this email address to your safe sender list. If you don't see the email in your inbox, please check your spam or junk folder.
What if I don’t have all my tax documents ready at the same time?
No problem! You can upload documents to SafeSend Gather as they become available. The platform allows you to save your progress and return when you’re ready. We just ask that you hold off on submitting everything to us until you've uploaded all of your tax information.
Can I still receive a paper organizer?
If you prefer to work with a paper organizer, we can provide one upon request.
What do I do if I need help with SafeSend Gather?
If you have any questions or run into issues, we're here to help. Please contact Sabina Kozyra by phone (914-468-0400 ext. 1136) or email (skozyra@revonary.com) if you need a copy of your organizer or if you have trouble navigating the SafeSend software.