Key Features for Tax and Accounting Firms
Unrivaled Client Experience
Tax Returns
Tax Returns
Tax returns in 4 minutes. Review, eSign, pay. Auto reminders. Distribute K1s.
Electronic Signatures
Electronic Signatures
eSign any document. Batch process and send engagement letters with Mail Merge.
Extensions
Extensions
Send extension packages in 3 minutes. Automate, review, eSign, payments, reminders.
Client Experience
Client Experience
Unrivaled client experience. 97% KBA rate, eSigning, no passwords, K1 distribution, reminders.
Integrations
Integrations
Integrations with Intuit, Thomson Reuters, Wolters Kluwer/CCH, TaxCaddy, and Stripe.
Customer Support
Customer Support
Industry-leading support. In-app, email, chat, phone. Weekend support during busy season. 95% satisfaction.
Organizers
Organizers
Convert PDFs to fillable forms. eSign engagement letters, complete organizers, upload source documents.
Secure File Transfer
Secure File Transfer
Secure, password-free file transfer. Large file transfers, secure exchange, document request lists.
Document Request Lists
Document Request Lists
Create document request lists with due dates. Track, remind, and upload files.
TicTie Calculate PDF Tool
TicTie Calculate PDF Tool
Digital markup, calculator tapes, tickmarks, bookmarks, cross-references.
Next Gen Gather AI
Next Gen Gather AI
eSign engagement letters, questionnaires, AI-generated document request lists.
API Connections
API Connections
Developer Section: Advanced API settings for integration, automation, workflow updates.
Empower your firm to improve work capacity by 50%.
Eliminate hours spent on:
- Chasing eSignatures from clients
- Preparing paper organizer packages
- Asking multiple times for requested documents
- Preparing and assembling tax return packages
- Helping clients reset passwords or gain access to systems
- Managing K1 distributions
Assemble and deliver tax returns in just four minutes.
Seamlessly Integrate with Top Tax Preparation Software
Have questions? We’ll help you get started and connected to Safesend.
Save $12,000 for Every 1,000 Returns
A one-stop shop for engagement letters, fillable organizers, secure source document gathering, tax return assembly and delivery with eSign. SafeSend One gives your clients a guided and intuitive experience across all touchpoints.
Client Benefits
- Secure access without a password
- Digital, fillable organizers
- Secure source document upload
- Tax return summary display
- Automated eSign and payment reminders
- Electronic K-1 distribution
- And more...
Firm Benefits
- Batch delivery of engagement letters and organizers
- Secure document transfer
- Document request list delivery
- Single dashboard for tracking and reporting
- Collect invoice payments
- API developer section
- And more...
Ready to streamline tax preparation for your firm and customers, all supported by a 97% client satisfaction track record?
Schedule My DemoAward-Winning Automation Technology
% KBA success rate on 1040 tax returns
+M total
returns delivered
% eSignatures / e-file forms completed within 15 days
% customer support satisfaction
Unrivaled Satisfaction
Trusted by 19 of the Accounting Today 2024 Top 25 Fastest Growing Firms
Russell Goldberg
Partner • Withum
“Around filing time we had found out that we had thousands of tax returns that were done but we hadn’t received the 8879 back from the client. With SafeSend, our 8879 issue totally disappeared.”
Jayme Chapman
Tax Administrator • Stambaugh Ness
“The SafeSend Suite® saves so much time sending returns and gathering signed e-file forms back from our clients.”
Scott Gasquoine
Partner • KBCA LLC
“We don't do returns by hand anymore, we use SafeSend Returns®. This is the way that the world is headed—toward efficiency and doing things electronically and doing things on your tablet and on your phone.”
