COPELAND BUHL Introduces SafeSend Organizers® for Individual Clients
January 24, 2023 by Alisa Rogers
We are excited to offer SafeSend Organizers to many of our clients as a secure online organizer option. The client-friendly interface walks you through a guided process that includes signing your engagement letter and completing an online version of your traditional organizer. You can easily upload supporting documents in the secure online platform.
For clients using SafeSend Organizers this year, a few items to note:
- You will receive an email from Copeland Buhl at firstname.lastname@example.org. Add this email to your safe list to prevent it from being categorized as spam or
- If you do not see an email from Copeland Buhl at email@example.com, please check your Spam or Junk
- For the best experience, we recommend using Google Chrome, Microsoft Edge, or Mozilla Firefox on your computer.
If you would like a preview of SafeSend Organizers, a video of the client experience is available here: SafeSend Organizers.