Your Keiter Workflow and Assembly Team

 

Processing Support

The workflow team is available to provide information to you throughout your service engagement. If you need assistance with portals, document signing, e-filing, confirmations and other financial statement and tax return processing, please reach out to us.  We are here to help.

Patsy Gentry Nicole Tate Photo Hannah Emanuel
Patsy Gentry
Office Services Manager
pgentry@keitercpa.com
Nicole Tate
Workflow Supervisor
ntate@keitercpa.com
Hannah Emanuele
Workflow Clerk
hemanuele@keitercpa.com

Secure Communications Platforms*

Depending on the services provided to you by Keiter, you will have access to portals for secure information sharing.    Our portals are meant for two-way document sharing between you and your Keiter client service team.

Sharefile Client Portal

Our Sharefile Client Portal is used for sharing and temporarily storing financial information essential to your Keiter client service engagement(s).  Upon setup, you will receive an email from the Keiter Assembly Team at mail@sf-notifications.com with instructions for setting up your portal.

SafeSend for Individual Tax Clients

As tax season approaches each year, tax clients will be sent digital tax organizers and tax returns via the SafeSend platform from Keiter at noreply@safesendreturns.com.   This will be the secure platform that you will access and electronically sign your tax documents for your engagement(s).

*Please note that due to AICPA regulations, we are only able to host your secure documents for 365 days from the original upload date.    Annually, we will send a reminder when you should review your portal documents and download any copies you may wish to keep.

Safe Sender Lists

Please make sure all of the following emails are listed in your safe sender list so that you can receive important notifications from your team.

noreply@safesendreturns.com

mail@sf-notifications.com

efileadmin@keitercpa.com

assembly@keitercpa.com

 

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