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- Client PortalGetting Started
1. Click on the button to go to the SafeSend Exchange website.
2. In the appropriate boxes, enter your credentials.
3. Enter a subject and, when necessary, write a message.
It's always helpful to list your tax manager or primary tax team contact.
4. Attach any and all relevant files by uploading from your computer.
You can attach and send multiple documents.
5. Click "Send" to complete the file exchange.
