Return Delivery
Tax return delivery software that finishes the season.
Paloma's tax return delivery software handles the last mile - the finished return reaches the client securely, signatures come back without chasing, and you watch it happen in real time.
The return is done. The engagement isn't.
Waiting on signatures
Finished returns sit for days while authorization forms bounce through inboxes and kitchen-counter printer trays.
Email can't carry it
Returns are too sensitive to attach and often too big to send - and 'password: your zip code' is not security.
'Can you resend it?'
Every April and every October, clients lose the PDF and the requests start again. The firm becomes a file server.
What it does
Deliver, sign, done: in one tracked flow.
Secure client delivery
The finished return goes out through a secure link, not an attachment - sized for real returns, safe for real data.
Signatures in the same flow
Authorization forms ride with the delivery, so the client reviews and signs in one sitting instead of two errands.
Sent, viewed, signed
Delivery status updates live - you know who's opened their return and who needs a nudge, without asking.
Follow-ups until it's done
Automatic reminders follow up on unopened deliveries and unsigned forms, so the last mile doesn't stall quietly.
Everything stays filed
The delivered return and signed forms live in the client's folder - next year's 'can you resend it' takes seconds.
How it works
- 1
You upload the finished return.
- 2
A safe link goes out to the client.
- 3
The client reads it and signs.
- 4
You see the moment it is done.
Delivery is the last step of the tax workflow , after workpapers hand off to your tax software, running on the same secure sharing and reminders clients already know.
Common Questions
Book time with Abby
15 minutes. Watch a finished return go out, get signed, and close the season.
Pick a timePrefer to write first? Contact us about Secure Delivery.