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Client Resources
Please reference your Tax Preparation Fee for the exact amount owed.
If you have not set up your account yet, please use the Request New Login Link to access your Krupsky TaxCaddy account.
Log into your SafeSend Client Portal to access Tax Returns.
Quick Links
Securely send us requested files with CCH Secure File Transfer.
SafeSend
Once your return is complete, you will receive an email link to open and review the final binder. Please be aware that the email will come from SafeSend and not the Krupsky + Co. office. Open the link and click through the prompts to view, sign, and download copies of your return.
Follow along with the video to the right for a full walkthrough of the process.
Once you've reviewed and signed your return(s), you'll be able to download payment vouchers, pay any owed income tax, or make a payment directly to the taxing authority's website.
When your tax return is complete and you've received an invite to e-Sign, you'll be able to download any of your return documents from SafeSend.
Open the e-Sign link and review your summary and invoice. Next, you'll be able to review your return. Up in the top right corner will be a "Download Tax Document(s)" button. You may also forward a copy to an email address or third party if you prefer.
FAQ
Frequently Asked Questions
If you filed your return electronically with our office, your refund should arrive in two to four weeks. If you filed a paper return, your refund may take up to six to eight weeks. Use the links below to track your refund check.
You will need the following information to check the status of your refund:
Social Security Number
Filing Status
Exact Amount of Expected Refund
If you live in a state other than Massachusetts, please visit your state's Division of Taxation website to track your refund.
If you e-signed your tax return via Soraban, then your user dashboard will have a section called My Tasks on the left-hand side of your login which will list any outstanding balance.
Please reference the Organizer Cover Letter you received for the document deadline. If you are unable to submit your documents by that date, your return may be extended. Please note that we will not accept camera photos of your documents. Whenever possible, download electronic copies of tax information directly from your employer, financial institution, etc. If you are uploading directly to your Soraban profile, your documents must be in PDF format. We will also accept Excel spreadsheets and Word documents. If you are scanning your documents, please scan both front and back and separate each document onto its own page.
No. To maintain our clients' privacy and security, please use your Soraban profile to upload any sensitive information or documents. From your user's homepage, use the "Documents" tab on the left-hand side and choose the relevant tax year. If you do not have a Soraban profile yet, use the button below to send documents to our office electronically.
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