SafeSend File Upload

SafeSend Secure Transmission

SafeSend is software that allows for the secure transmission of your important tax documents to Bee, Bergvall & Co.

Once you have gathered all of your tax documents, simply click on the Tax/File Upload button below.  Your documents can be in the form of word, excel or pdf. The file size limit is 3G.   NOTE: Pictures (jpeg and png files) CANNOT be read by our system and are not acceptable formats for document uploads.

Bee, Bergvall & Co. Document Link–All Offices

(Administrator contact Kelly Schwartz; All files are received by our Administrative Team and forwarded to your Preparer)

Tax/File Upload

Secure Transmission – when you are ready to upload your tax documents

You will need to enter:

  • Your email address
  • Your name

You will then be able to upload your files.

You will see an upload status and receive an email notification that your upload was successful and again when downloaded into our system.

NOTE: Pictures (jpeg and png files) CANNOT be read by our system and are not acceptable formats for document uploads.

Note: Occasionally users may experience difficulty using SafeSend with their web browsers. Google Chrome is the preferred browser. Firefox, Edge & Safari are also supported. Internet Explorer is NOT supported. If you are experiencing loading issues, display issues, or undefined errors, clearing your browser cache generally resolves this. It is also important to make sure you are using a modern browser that is up to date. 

If you continue to have difficulty using SafeSend, please contact our office.