Client Experience: Download Documents

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. 

  1. Click the access link provided by your firm. CEDD1.png
  2. Enter your email address. 
  3. Click Verify. CEDD2.png
  4. 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.CEDD3.png
  5. Download the files you prefer or press download all by pressing the Download All button. 2022-10-17_11-31-12_2.png

You can close the webpage and access it again later by clicking the original link. 

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