Secure File Transfer for Clients

The Innovative CPA Group now delivers tax returns electronically —for those who qualify— using SafeSend Returns, an intuitive application with a step-by-step, automated filing experience.

With SafeSend, clients have the convenience of uploading tax documents, and reviewing, signing, and submitting their tax return and Form 8879 for e-file authorization — all from your computer or mobile device.

For a better understanding of the SafeSend Returns experience, we encourage you to watch the videos and review the FAQ below:

Client Experience Videos

1040 Clients:

Entity Clients with K-1 Distribution:

SafeSend FAQ

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Update Your Client Information

It is important that we have accurate and current contact information on file for our clients.

Keeping customers informed of their account status is a priority for us here at ICG. Whether your tax return is ready, we are missing vital information for your return, or ICG has an important change to our company structure, we strive to keep our clients informed. Having current contact information on file allows us to provide you with the best customer experience.

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