| SafeSend Exchange Suite version only. |
Your firm will provide an access link via email you can use to download documents sent to you. The document transfer is fully encrypted and safe to use.
- Click the access link provided by your firm.
- Enter your email address.
- Click Verify.
- Complete your authentication.
- If you were sent an Access Code, check your email for the code, then enter it and click Authenticate.
- If you were sent a Q&A question then answer the question provided by your CPA and press Authenticate.
- Download the files you prefer or press download all by pressing the Download All button.
You can close the webpage and access it again later by clicking the original link.
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