Its Time! Get Ready for our 2023 Tax Engagement

2023 engagement letters and 1040 tax organizers will be available through SafeSend.  


New this year:

Your tax services entity engagement letters will be added to the SafeSend portals.

This is the same secure application used last year for individual 1040 engagement letters and digital organizers, document sharing, tax return delivery, and electronic signature on e-file forms. 

A few to do items to prepare this tax season:

  • Do our emails get routed to your spam folder? Avoid missing our messages by whitelisting the following email address now:
  • If you have a new email or mailing address this year, please notify
  • As you are uploading your documents, we ask that you title your tax documents with wording that relates to the document content. This helps our team to accurately gather and organize your information.

Engagement letters and 1040 tax organizers will be sent to our clients in January. Thank you for the opportunity to serve you this tax season.

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
Patsy Gentry
Office Services Manager
Beth Goldthwaite
Office Services Supervisor

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 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   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.


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