SafeSend Gather Resources
SafeSend Gather is a secure & seamless electronic method to easily gather and submit your tax documents and send them to your trusted tax advisor.
Paper organizers will be a thing of the past, and you’ll make less trips to the office. As always, we are still available to you in person and virtually. Feel free to call, email, or schedule a time to stop by to talk to your tax advisor whenever you have questions.
The benefits of using SafeSend Gather account include:
- Organizing and maintaining a list of what documents are needed
- Enhanced User Experience: SafeSend Gather offers a streamlined interface, making it easier to upload document and track your progress.
- SafeSend Gather AI is able to identify 32 different tax documents and check those documents off the request list as you submit them.
- End-to-End Paperless Process
- Less Hassle: No more multiple logins or duplicate uploads
Check out the video below for instructions on how to answer the tax questionnaire, upload your tax documents and easily track your progress.
SafeSend Gather – Frequently Asked Questions
No. SafeSend Gather requires no log in credentials nor the use of an app. You can access the gather request via the secure link that was emailed to you from your desktop or phone. The site is mobile friendly, and you can easily complete tasks from your mobile device or tablet.
SafeSend Gather – User Tips
We want to work as a team to get your return prepared as quickly and accurately as possible.
- If you do not have a scanner or have larger documents with multiple pages, please feel free to either mail those documents to us or drop them off at our office and our staff will scan those documents and return them to you after your tax returns have been completed.
- Keep in mind, it’s best to upload any PDF documents directly, especially brokerage 1099s, by uploading the PDF into the add source documents section.
- You can drag and drop any tax documents you receive electronically directly to your account. By dragging and dropping the files directly, you won’t need to print anything and the image quality will be higher.
- Upload each document only once. SafeSend Gather AI will place a check mark next to the recognized document marking it complete. If Gather AI doesn’t recognize the document it will be listed in the uncategorized section.
SafeSend Gather Support
If you need additional help, please email the Mercadien support team: [email protected]