A secure, simple way to send and receive files using SafeSend Exchange

Best practice for sending files:

Before sending, collect ALL documents — one upload is preferred

Combine files (especially tax documents) into one pdf file when possible

Click the “Attach File(s)” button to select your file(s) OR drag them into the large message box below the “Subject” line (please limit the use of photos like jpegs, etc.)

Keep the “To” field as Conrad Connealy

Provide some detail with the “Subject” line such as tax year documents from (your name) and any other necessary details in the larger message field

SafeSend allows us to offer a secure way for you to send all your important documents

Instead of sending sensitive information through email, you can quickly send your files by dragging them into the SafeSend dropbox window, accessible by clicking the button above.