What is SafeSend Gather?
SafeSend Gather helps streamline your tax information collection process while ensuring the highest level of security and confidentiality for your sensitive information. While you are completing your organizer, you can also upload your tax documents and transmit all information electronically to your Gray, Gray & Gray accountant. SafeSend is a user-friendly and efficient, one-stop shop for your electronic tax needs. This FAQ is designed to help answer some questions you may have about sending Gray, Gray & Gray your tax preparation materials and how you will be getting your return.
Is there a charge for using SafeSend?
No. There is no additional charge for using SafeSend to organize your tax preparation materials.
How do I access SafeSend?
You will receive an initial email at the email address Gray, Gray & Gray has on file for you. The email will come from “noreply@safesendreturns.com”. The subject line will be “Please Complete Your <year> Gather Request for Gray, Gray & Gray LLP“. Within the email, click “Let’s Get Started” or “Access Client Portal“.
After accessing the SafeSend Start Page and clicking “Get Started”, you will receive an Access Code. In order to receive the code, click “Send Code.” Once selected, a green banner will appear letting you know that your request has been received. When you receive the Access Code by email or mobile device, enter it in the code field and click “Confirm.” If successful, the access code will bring you to the SafeSend Welcome Page for your Gather request.
On the Welcome Page, review the message from Gray, Gray & Gray. A list of steps required to complete your Gather request are also displayed in the left panel. Click “Get Started” to complete your Organizer and upload documents.
As a reminder, we do not require that the organizer be signed but rather by submitting the organizer and tax documents, you are agreeing that Gray, Gray & Gray will prepare your return.
Click HERE to access a full tutorial on the Gather Client Experience.
How do I know if I am successfully connected to Gray, Gray & Gray?
You should see the Gray, Gray & Gray logo both in the initial SafeSend email and in the top left of your screen in SafeSend.
Can I contact someone at Gray, Gray & Gray through SafeSend?
Yes. In SafeSend, there is a “Need Help” button at the bottom left of your screen allowing you to reach out to a specified contact at Gray, Gray & Gray about any questions you may have about your Organizer.
Please note: if the Organizer was sent to both you and your spouse, please ensure that only one person is editing the Organizer at a time to confirm all edits are saved.
What are source documents?
Certain pages of the Organizer will allow you to upload a corresponding source document to that page. If you do not see this section, you will not be able to upload source documents. A paperclip icon in the Bookmarks panel indicates the page may have source documents associated with it. Select “Click to Upload” to upload forms.
Can I provide any notes to Gray, Gray & Gray?
Type into the
How do I officially complete my SafeSend Gather?
If you are finished completing, click “Complete Organizer” to finalize the organizer. If this option is selected, you will not be able to edit the organizer again.
Please note: The pop-up notification is different if the Organizer was sent to both you and your spouse. If a spouse was included on the Gather request, you can click Send for Review to send a notification to your spouse.
Can I upload multiple documents?
After completing the Organizer, yes you can upload any requested or additional documents. Gather AI will attempt to categorize any uploaded documents. Recognized documents display a green checkmark. Recognized forms are categorized. Unrecognized forms are listed in the Uploaded Files section. The preview window allows you to categorize the document by clicking the Document Type drop-down. Click “Update” to save any changes made.
What file formats does SafeSend support for uploading documents?
SafeSend supports Word, PDF, Excel, PNG, and JPG files.
How do I ensure that all information and documents are sent to Gray, Gray & Gray?
Once all tax source documents have been uploaded, click “Finish” to finalize the Upload process. Once these steps are completed, you can access the Gather request again at any time to download your documents.
Who do I contact if I am having trouble with SafeSend?
If you have questions specific to SafeSend, please reach out to Gray, Gray & Gray at taxdocuments@gggllp.com.
What if I have questions for my Gray, Gray & Gray accountant?
You can contact your Gray, Gray & Gray professional directly via email or call (781) 407-0300.