SafeSend Returns

Mowery & Schoenfeld is on a mission to make the tax season experience easier and more secure for our clients.

Weʼre making taxes even easier! With SafeSend Returns you can receive, review, and download returns, as well as electronically sign the e-file forms all from the convenience of your computer, smartphone or tablet. If applicable, you can also manage your Schedule K-1 distribution.

Convenience and security are our top priority. Reach out to Stephanie Jackson at 847-281-3588 or to sign up today. Once signed up, you will follow the simple steps below for more efficient tax process.

To Use SafeSend Returns

Receive an email from Mowery & Schoenfeld at You may need to add this email address to your safe list.

Click the link in the email to access your tax return. Select “request access code.” An access code will be emailed to you. Enter this code into the required field to confirm your identity.

Review and download your documents and distribute applicable Schedule K-1s.

Sign your e-file authorization forms online and submit them via SafeSend Returns. You can also print, sign and return to Mowery & Schoenfeld.

SafeSend Resource Center

Frequently Asked Questions

What if I don’t receive an email with my access code?
Check your spam or junk folder. You can also search your email for Some email clients hide items theyʼve labeled spam or junk, making certain emails difficult to find. If you do not receive your code within the 10-minute time limit, please request another code.

Does SafeSend Returns offer an app for my smartphone?
There is currently no SafeSend Returns app available, but the signature process can be completed on any computer, smartphone or tablet via a web browser.

Will I have the option to download and print my return to retain for my records?
Yes. If youʼre using a smartphone or tablet, you may not be able to download and print your return, but you will be able to review and electronically sign it. You can always download and print your return from your personal computer at a later date.

Can I set up reminders for my quarterly estimated payment?
If estimated payments are included in your review copy, you will automatically receive an email reminder 15 days before your payment is due.

What about my source documents? What happens to them?
Hard copy source documents sent to us for tax return preparation will be included with the electronic delivery of your tax return. There will be a soft copy located in the Attachments tab.

For Questions Regarding SafeSend Returns

If you would like to know more about SafeSend Returns or need your personal link resent, reach out to Stephanie Jackson at 847-281-3588 or