Making Your Tax Payments Online Tutorial

Safe Send

Secure Document Exchange

Kenny & Kenny uses the Safe Send Suite to ensure secure communications between us and our clients.

Please use our Safe Send link below to send tax information securely to Kenny & Kenny.

Tax documents sent as an attachment will not be accepted due to our company's updated online security policy.

Safe Send Upload

Helpful Tips as You Complete Your Gather Request

Engagement Letter - If married filing jointly we need both signatures on the Engagement Letter.

Questionnaire - please complete the questionnaire. All questions will require an answer.

Organizer - Use your Tax Organizer as a checklist. If necessary, you will be able to make any changes and attach notes to us. You can "Save & Close" and return to the Organizer step at any time, however, once you click FINISH you will be locked out. Important - see note and image below on how to navigate within the Organizer.

Note:

When you are working in your Organizer - Step 3 - it is important to use the navigation tools at the top of the page and in the side bar - see image. If you need to stop and come back, please use Save & Close. Clicking FINISH will tell Safe Send that this is complete and it will not let you access the Organizer again without our unlocking it.

Document Upload - Upload Source Documents against a check list. Gather AI will analyze and categorize the documents as you upload; documents it does not recognize are listed in the Other Documents column. You can "Save & Close" and return to the document upload step at any time. Once all documents are uploaded, please mark Finish indicating to us that your documents are ready for tax preparation.

Important! Once you click Finish after uploading documents, the Organizer will close and you will need to contact the office to have us reopen it for you. (We don't mind, but we want you to understand the process so you don't get frustrated!)

Paper Organizers - if you received a paper Organizer, you can continue the process as you always have and ignore these instructions.

Frequently Asked Questions

I signed an engagement letter last year, do I need to sign again this year?

Yes, we require a new signed engagement letter each year. If married filing jointly both spouses must sign the Engagement Letter.

I prefer to fill out a paper organizer, how can I print a copy?

After you open the SafeSend organizer, click “complete organizer”, then click the download icon in the top right. Or call the office at 708-386-0600 and we will be happy to send a copy to you.

Can I start the organizer and come back to it later?

Yes! To save your work, click the “Save & Close” button in the bottom right corner.

Where will my Access Code be sent?

If you have a mobile phone in your profile then your access code will be sent to your phone, otherwise it will go to your email. If you're having issues please contact Liz at [email protected] or 708-386-0600.

Can I access the organizer at the same time as my spouse?

While the program allows both taxpayer and spouse to access the organizer simultaneously, we do not recommend it. If both parties make changes, it will only retain what the last person saves.

What type of files can I attach?

We prefer PDF files of your tax documents, but can also accept JPEG, Word, and Excel files. If you attach a JPEG photo image, make sure it is legible.

What Internet Browser should I use?

For the best experience, we recommend using Google Chrome. It will also work with Safari, Firefox, as well as other browsers, but we strongly discourage using Internet Explorer while using SafeSend. SafeSend does not work well with Internet Explorer.

I don’t have a scanner. What should I do?

You can use the camera on your phone or iPad to take pictures of documents and then upload them. Please be sure the documents are adequately lit and on a flat contrasting surface for best results.