SafeSend Solutions for Tax & Accounting: Automation is in our DNA

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Add SafeSend automation solutions to your existing tax compliance software system to speed up manual, labor-intensive tasks at every client touchpoint in the tax engagement life cycle. The SafeSend Suite combined with SafeSend Exchange offers tax and accounting professionals a simple way to reduce the back and forth of client communication through each season of the tax year!

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Keep learning with training & resources

Build a System Where Staff Can Work from Anywhere & Clients Have Remote Access

In today’s chaotic environment, your firm cannot afford to be inefficient. The tax engagement life cycle can be transformed by building a technology foundation that works in any office or remote situation. From engagement letters and organizers to collecting e-signatures and invoicing, automate each client touchpoint and eliminate tedious tasks that are far too time consuming.

Engagement Letters
Client Organizers
K-1 Distribution
Tax Return Assembly, Delivery & E-Signing
Send Tax Prep Invoice & Collect Payment

In the next few years, client expectations will revolve around convenience, safety, and experience. As more of your clients work-from-home and require remote services, the need to offer a high-end online experience to differentiate your firm and add value to your services, is critical.

Learn about the SafeSend Suite and how a secure, intuitive, and guided online client experience, including 8879 e-signatures, can elevate your firm’s brand image and fortify your client relationships.

Award-Winning Solution - Year After Year

The core of the suite, SafeSend Returns, is a multi-year winner of the CPA Practice Advisor Technology Innovation Award. SafeSend Returns eliminates the manual, labor-intensive elements many tax departments experience producing client-ready tax returns.

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Winner of 3 Technology Innovation Awards

More than 50% of Top 300 Firms use SafeSend Returns

Nearly 1,000,000 Tax Returns Delivered Annually

Earn CPE Credit through Our Complimentary Webinars

Join a live SafeSend Webinar and earn CPE. Learn more about how our suite of automation solutions is redefining the way tax professionals are working. Register now.

Can’t make it to a live session? View one of our past webinars at your own pace. CPE credit is not available for archived webinar sessions.

It Is Time to Automate the Manual, Labor-Intensive Tasks in the Tax Engagement!

1. Schedule a Demo

2. Implement SafeSend Suite

3. Make Staff and Clients Happy

What Tax and Accounting Professionals are Saying About SafeSend Solutions

“It was very quick to train new staff on the process in SafeSend Returns, as it only takes about 30 minutes to show and explain the entire process.”

Jamie LuebberingWilson Toellner CPA
“SafeSend Exchange makes sending and receiving documents easier than any other option out there. We now have a comprehensive set of tools to share data quickly and easily and the clients have had nothing but positive feedback.”

Niels ThomasTYS LLP
“I recently started work at a new firm that did not use TicTie Calculate. My previous job had used the product, trained us on it, and reaped the benefits. At the new job, without TicTie Calculate, I felt like I was missing my right arm. Working in a paperless environment without TicTie Calculate is cumbersome, frustrating and time consuming. TicTie Calculate makes communication within PDF work paper files much easier – and isn’t that the point?”

Carol MilamCPA
“It is not often that someone provides the level of service that your team did to get me off and running and responsiveness to my follow up questions were very quick and he is very knowledgeable. At this time of year, efficiency is paramount.”

Resa DownsMike Downs CPA