SafeSend Client Portal - Simplify Tax Document Management
The Client Portal is designed to create a centralized location for client tasks and document sharing. This increases organization and efficiency for both MCB and the client.
Benefits of Using SafeSend Client Portal
- Task List: View all the tasks that MCB delivered from all SafeSend products. Tasks are organized on the page based on product type.
- Document Repository: View, download, search, and sort all files exchanged between you and MCB, including both received and uploaded documents.
- Comprehensive Notifications: Notifications and reminders for tasks are located under the Notification Bell, which allows you to access and complete tasks directly by clicking on the respective reminders and notifications items.
- Unified K-1 Distribution Page: View all entities requiring K-1 distributions on a single page and distribute K-1s.
- Tax Payment Page: View and pay estimated and actual tax payment vouchers for all returns and extensions in a centralized location.
- Recent Activity Window: Allows you to view and open your most recently accessed files or tasks.
- Merge multiple email IDs: Add multiple email IDs to your Client Portal account, enabling you to receive and view all tasks and documents sent by MCB in a single Client Portal account.
- Recovery Email or Phone Number: Add a recovery email address or phone number to access your Client Portal in cases where you are not able to access the original email address.
How it Works
- You will receive an email from Matthews, Carter& Boyce with a “from” address of [email protected]. Add this email to your safe list to prevent it from being categorized as spam or junk. If you do not see the email, please check your Spam or Junk Folder.
- • For the best experience, we recommend using Google Chrome.
- Click Access Client Portal.
- Create New Account.
- Click Sign Up.
- Enter your Name.
- Enter your Email ID – This is the email address that you use when utilizing SafeSend. If you need this email to be retrieved, please contact your MCB advisor.
- Enter a Mobile Phone Number (optional).
- Click Verify your email.
- Enter the Access Code sent to your email and click confirm.
- Create a 6 digit PIN into the Create PIN field (used for future logins). – IMPORTANT: Please make a note of this PIN. You will need it to sign into your account each time.
- Type the same 6-digit PIN into the Confirm PIN field.
- Click Create Account.
- You may now sign in to your account.
Frequently Asked Questions
Q: Does the Client Portal use a username/password or a multi-factor authentication method?
A: The Client Portal always requires a unique access code to log in. A client specific PIN is required when logging in from a new browser or device.
Q: Can I reset my PIN?
A: Yes, you can can reset your PIN from inside the Client Portal in the Security Settings section.
Q: Can I reset the email ID that is used to log in?
A: Yes, you can reset your primary email from inside the Client Portal in the Security Settings section.
Q: What if I forget my email ID for the client portal?
A: Please contact your MCB advisor to retrieve it.
Q: Is using the Client Portal mandatory to complete tasks?
A: No, the Client Portal is not required to complete tasks. You can choose to access tasks from the Client Portal or access them from an individual task access link.
Q: Is the client experience going to affect individual task workflows?
A: No, the Client Portal simply allows a different authentication method to access the workflows that you are already used to seeing. You can use a single login so you do not need to authenticate separately across different SafeSend Products.
Q: Can the Client Portal be accessed from a tablet or mobile device?
A: Yes, the Client Portal is fully compatible with tablets and retains most functionality on mobile. See the Client Experience: Client Portal on Mobile article for more. information.
Q: What happens if an email ID is removed from the Client Portal account?
A: Pending or partially completed tasks related to that email ID are removed. Any files generated from completed tasks will stay in the account.
Q: Is there a limit to the number of email IDs that can be merged into my Client Portal account?
A: Yes, the maximum number of merged emails is 15.
Q: Can a taxpayer and spouse have their own separate Client Portal accounts?
A: Yes, as long as the taxpayer and spouse have different email addresses, they can each create their own Client Portal account.