New Electronic Tax Return Delivery

System

As part of our effort to create a better client experience and streamline the e-signing and tax delivery process, DDK will now be using SafeSend Returns. SafeSend is a secure and easy program that allows our clients to receive, review, and e-sign their tax returns from their computer, tablet, and smartphone.

Easy 5-Step Electronic Tax Return Delivery Process

  1. You will receive an email from noreply@safesendreturns.com. The DDK logo will appear in this email. 
  2. Click on the secure access link contained in the e-mail.
  3. Verify your identity by entering the last four digits of your Social Security number.
  4. Check your email for a unique Access Code. If you don’t see it in your inbox, check your spam or junk folders.
  5. Congratulations! You now have access to your tax return. SafeSend Returns will walk you through the review and e-signature process with step-by-step instructions.

Video Walkthroughs of the Delivery Process:

Individual Client Tax Return Help

 

Entity Client Tax Return Help

  

Common Questions About our Tax Delivery System

Q: Is it safe to enter part of my Social Security Number?

A: Yes. SafeSend Returns offers a secure system to view and sign your e-file authorization form(s). Look for https:// at the beginning of the site URL and a locked padlock symbol in your browser’s URL bar to confirm you are on the secure site.

Q: What if I don’t receive an email with my access code?

A: Check your spam/junk email folder. You can also search your email for noreply@safesendreturns.com.      Some email clients hide items they’ve labeled spam or junk, making certain emails difficult to find. If you do not receive your code within the 10-minute time limit, please request another code.

Q: Will this work on any internet-connected device? Does SafeSend Returns offer an app for my smartphone?

A: There is currently no SafeSend Returns app available, but the signature process can be completed on any computer, smartphone or tablet via a web browser.

Q: I’d rather print and sign my e-file authorization form(s). Can I do that?

A: Yes - You can still print, sign and mail your e-file form(s) back to DDK if you’d prefer to do so.

Q: Will I have to print and mail anything to the government?

A: The only items you may need to print and mail out to government authorities is the tax and estimate payment vouchers. If forms need to be printed and mailed, you will receive clear instructions. You will also be provided options to make tax payments electronically if you prefer not to mail payments.

Q: My Spouse and I are filing our return jointly – How can we both sign the e-file authorization form(s)?

A: There are a couple of options:

If both spouses have an email address on file, both will receive an email with a link to view the return and sign the e-file authorization form(s). First, one spouse will receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s), and an email link will be sent to the second spouse. The second spouse will answer identity verification questions specific to him/her, then sign the form(s).

If only one spouse has an email address on file, that spouse will first receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s) and then enter an email address for the second spouse. The second spouse will then receive the email link with identity verification questions specific to him/her. Once the second spouse electronically signs the e-file authorization form(s), DDK will be notified that signing is complete.

If a couple shares an email address, the primary signer will first receive a link with identity verification questions specific to him/her. After the primary signer signs the e-file authorization form(s), he/she can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.

Q: Where do the identity verification questions come from? What if I don’t remember the answers?

A: The questions SafeSend Returns asks are knowledge-based questions pulled from government and credit sources. You may be asked questions such as where you lived in a given year, or when you bought your car or home. In the event the questions do not apply to you, simply choose the answer that accurately reflects this. If you don’t remember the answers to the questions, or you answer incorrectly, you won't be able to electronically sign your e-file authorization form(s). You can instead print, sign and return your e-file authorization form(s) to DDK.

Q: How is this process different from e-filing?

A: SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won't submit your return to the IRS. Once signed, DDK is automatically notified, and we will then complete the filing process for you, including submission to the IRS.

Q: Can I sign my dependent's individual return electronically?

A: DDK will deliver your dependent’s return using SafeSend Returns. However, some dependents may not have sufficient government and financial data available to successfully complete the electronic signature process. If there is not enough data available, your dependent will be given the option to download and sign their forms.

Q: Can I set up reminders for my quarterly estimated payment?

A: If estimated payments are included in your review copy, you will automatically receive an email reminder seven days before your payment is due.

Q: Will I receive a notification when my individual return is ready to sign?

A: Yes. Email notifications will be sent from DDK at noreply@safesendreturns.com. We recommend adding this email address to your safe list to prevent the email from getting filtered to spam/junk.

Q: After signing my individual e-file authorization form(s), will I receive confirmation that it was successfully submitted?

A: Yes, once you sign your e-file authorization form(s), you will receive an email stating it was successful. The email will also include a link to download a copy of your tax return for your records.

 Client Portal Login           Secure File Exchange
   SafeSend Returns
Blog

Keep Russia From Invading Your Network

The unfolding situation in Ukraine has increased the risk of critical cybersecurity threats, according to a joint report by the NSA, CIA, and CISA (Cybersecurity and Infrastructure Security Agency). This increased risk stems from Russia’s cyber-attacks against the Ukrainian government and other critical infrastructure. The CISA warns that Russian attacks will likely not remain isolated to Ukraine and may impact U.S. organizations “large and small”.

In lieu of these threats, organizations are being encouraged to review and enhance their cybersecurity. Here are some steps you can take to keep your organization secure and safe from cybercriminals.

1. Backup your data 

Secure your company’s data with daily backups. This way, even if your company is impacted by a cyberattack or ransomware, you know your critical data can be rapidly restored. If you have backups, perform regular checks to ensure they are running correctly, and always keep an offline copy of your backup.

2. Stay current on all software security updates

Most software vendors release security updates on a regular basis. Software and systems that are not up to date or patched are vulnerable to Malware and Ransomware capable of taking over your entire network and stealing your data.

3. Password Managers
Saving passwords in your Web Browser (Chrome, Edge, Firefox etc.) is a known vulnerability. All a hacker needs to steal these passwords is for you or somebody in your organization to click on one malicious link.

4. DNS Filtering 
Usage of a DNS/Website Filtering should be in place to protect your users from accidentally clicking and visiting a Malicious website.

5. Make sure you have defenses in place
Ensure you have antivirus software installed on all your systems, and keep it active and up-to-date.

6. Set up multi-factor authentication 
Set up multi-factor authentication whenever possible. Validate that all remote, privileged, and administrator access to your organization’s network requires multi-factor authentication.

7. Have a incident response plan
Not all cyberattacks can be avoided, no matter how strong the security systems. In the event of a security incident, key personnel need know what to do. Designate a crisis-response team with main points of contact for a suspected cybersecurity incident. If possible, conduct a tabletop exercise to ensure that all participants understand their roles during an incident.

8. Run routine phishing tests
Make sure your employees know how to identify and respond to phishing. Hold training and conduct routine tests for your employees to ensure they remain vigilant to phishing attempts.

9. App Restrictions  
Hackers can insert malicious code into your everyday apps. Have your IT create Application Restriction policies to prevent hackers from taking over your network using your everyday Apps (such as Word, Excel, and Adobe) as their weapons.

10. Restrict administrative privileges
Giving users administrative privileges on their individual PCs is dangerous, as this can enable a hacker to take over your entire network with no restrictions. If administrative accounts are attacked and exploited, cybercriminals can do a great deal of damage. By restricting both the number of administrators, and what privileges they have, you considerably narrow the surface on which criminals can attack your network.

These are the basic practices the CSIS recommends business of all sizes implement. By following them, you can decrease your organization’s risk of cyberattack and mitigate the damage caused, should one occur.

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