Send Documents with Ease!

 

SafeSend® Is The Only Document Delivery Solution That Offers A Client Portal, File Sharing System And An Automated PDF Encryption Feature In One Application.

SafeSend offers customizable “Question & Answer” based authentication to eliminate password confusion and give you the high adoption rates you deserve.

How we stack up to other solutions

To maintain compliance with state and expected federal breach of privacy laws, accounting firms must encrypt electronic documents exchanged with taxpayers. Many firms have implemented a traditional client portal to fulfill this requirement. However, client portals have proven to be difficult to implement, hard to train, and a vast number of clients simply won’t adopt them.

File Transfer Solution

SafeSend is now used by more accounting firms than any other file transfer solution in the accounting industry.

 

Traditional File Share Functionality

  • Send Large Files (QuickBooks)
  • Client Drop Off
  • Online Document Storage

Unique To SafeSend™

  • Question and Answer authentications eliminates password issues
  • Access Portal Inbox from Microsoft Outlook
  • Complete document workflow including E-Signatures
  • Automatically create, store and manage password lists
  • Accounting industry add-ons available
  • Automated PDF conversion and encryption
  • Automatically encrypt PDF file attachments
  • On the fly PDF conversion
  • Restrict document permissions and apply watermarks

It’s Time To Start Transferring Documents Easily

The SafeSend Solution

SafeSend combines the best of email, file sharing and client portal capabilities, in a single solution, right from within the Outlook interface. The Future of File Sharing is here!

EDUCATE

Join one of our complimentary webinars to start adding more value to your practice.

ASK

Contact us, we’re happy to chat it out. Ask us anything, we have the answer.

TRY IT

Ready to change how your practice handles sending documents? Let’s do this.

*Contact Sales for Trial Information – Sales Department