Complete Electronic Tax Return Assembly and Delivery System
Over a Third of the Top 300 Firms Deploy SafeSend Returns to Automate their Processes
In this webinar, we will review how K-1’s have historically been distributed and the related issues with those methods. We will review the IRS requirements for electronic K-1 distribution and provide a brief demonstration of SafeSend Returns, the only solution offering automated electronic K-1 distribution.
Many tax and accounting firms struggle with making the transition to a paperless office – or find that it takes more time than it should. This webinar will explain and demonstrate how successful firms make the paperless transition by following best practices.
I just sent a client something and it was fantastic. It was nearly as fast as just sending an attachment with no security and easier and more efficient than any other way I have ever sent a client a secured attachment. I’m a fan.
SafeSend Returns was a “Win, Win” for me this year. It simplified the tax processing, no more password protecting any documents. Overall, it’s a great program ~ a true time saver! The program is very user friendly - it only took me a few returns to get the hang of things, and I was off and running! Super support team, they are very quick to reply with any issues you may be having. So many positives about this program, you simply can’t go wrong…
TicTie Calculate worked well for us this past year. We were able to discontinue another popular scanning & bookmarking program and saved over $10k.
The actual processing of the returns through SafeSend Returns was very quick and efficient only taking between 3-5 minutes for the entire process of printing the return to Adobe pdf, uploading to SSR and sending to the client.
TicTie Calculate is one of the most valuable tools I have used for organizing information for tax returns. Last year, I accidentally let my subscription lapse and really discovered how much I have come to depend on it.
We have fewer tax returns going back to preparers with questions, they find it's easier with TTC to communicate assumptions and calculations within a PDF file. TTC paid for itself within the first few weeks of tax season.