SafeSend Exchange

Safesend Exchange

Uploading Documents through SafeSend Exchange

Clough has changed our document exchange software from File Exchange on our online portal to SafeSend Exchange. SafeSend Exchange is fully encrypted and safe to use.

To send Clough files securely, click Send Us Documents at the top of our homepage. From there:

  1. Enter your Email address. 
  2. Enter your First Name
  3. Enter your Last Name
  4. Click the Remember Me checkbox to have your email address and name auto-populate the next time you use a drop-off link. 
  5. Ensure the document is being sent to Clough.
  6. Type a Subject for the message. 
  7. Type a Body for the message. 
  8. Click Attach File(s) to select the document(s) to upload. 
  9. Click Send to generate an access code. 

10. Enter the access code sent to your email address. 

11. Click Authenticate to send the document(s) to the firm. 

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Important New Information Regarding Your Online Portal

Your 2024 tax organizer will be sent out in mid-late January. If you have historically received your organizer on the portal, that is where it can be found this year as well.

Uploading Tax Documents:
All source documents should be attached to your electronic organizer under the Uploaded Tax Documents section. Instructions are below:

  1. Open your Tax Organizer
  2. Select Uploaded Tax Documents on the left-hand side
  3. Select the Upload icon along the top
  4. Upload files
  5. Select Start Upload
  6. If you are still expecting more documents or have not completed your organizer, you can hit Save & Close.
  7. Once all of your documents are uploaded and the organizer is completed, please his Send to Preparer. This can only be selected once, so please do not hit Send to Preparer until complete.

Please do not send individual tax documents directly to staff or partners unless requested.

Return Delivery:
Your 2024 tax returns will be delivered using the same method as last year, SafeSend Returns, and will no longer be delivered to your portal. Upon completion, you will receive a link in your email to access your return. As always, please download a copy of your tax return for your records.

SafeSend Exchange Notice

If you received your individual tax organizer electronically, please attach your source documents there instead of uploading them to SafeSend Exchange.

Due to the volume of documents received in our office, we ask that you wait to upload any individual source documents until you believe you have received all required documents needed to prepare your return.