Submit Your 1040 Tax Information

W&D Secure File Exchange Instructions:

1. Access W&D Secure File Exchange. Or you may access the W&D Dropbox and send files securely to Partners and staff by clicking on the following link in their email signatures: “Send Me Files Securely Through SafeSend Exchange.”
2. No login credentials are required.
3. Simply enter your email address in the “Your e-mail” box.
4. In the box to the right, select your W&D recipient’s name in the drop down list.
5. Enter subject where indicated.
6. Type any comments in “Secure Message” box.
7. Drag and drop or click to select files to upload. You can add as many files as you like.
8. When ready, click “Send Files” Button.
9. You will receive a one-time access code to your email address. Enter code where prompted and select “Continue.”
10. Your files will upload automatically and the W&D recipient will be notified.

For assistance contact W&D Secure File Exchange Help.