Trusted by 70% of Top 100 Firms
Automated Tax Workflow, From Intake Through Delivery
Book a demoExclusively integrates with
Seamless, Easy Integration with Leading Tax Prep Software
No more jumping from tool to tool—work with the tech you have. Setting up SafeSend One is easy, too. Average implementation time is 3-4 hours.
Contact Our Sales TeamStreamline Tax Returns in 4 Easy Steps
SafeSend One is the end-to-end solution for tax and accounting firms
- Gather
- Connect
- Preparation
- Delivery
Automate Tax Intake
- Engagement letters
- eSignatures
- Document sourcing
- Document request lists
- Custom questionnaires
- Real-time visibility into client completion status
Effortless Integrations
- Thomson Reuters UltraTax CS® & GoSystem® Tax RS
- CCH Axcess™
- Intuit Lacerte®
- Compatible with ProSystem fx® Tax
- Stripe and CPACharge
- APIs
- TaxCaddy
Simplify Prep and Review of Client Documents
- Digital calculator tapes
- Tickmarking
- Bookmarking
- Cross-references
- Page sign-offs
- eSign
Automate Tax Return Assembly and Delivery
- 3- to 4-minute return delivery
- Invoice and billing
- K-1 distribution
- Automated payment and signing reminders
- eSignatures
- Tracking and reporting for clients and firms
What's Included
Straightforward and simple pricing packages to address your firm's needs
| Essential | Preferred | Premium | |
|---|---|---|---|
| Tax Returns | |||
| eSignatures | |||
| Extensions | |||
| Client Experience | |||
| Integrations | |||
| Customer Support | |||
| Organizers | |||
| Secure File Transfer | |||
| Document Request Lists | |||
| TicTie Calculate PDF Tool | |||
| Next Gen Gather AI | |||
| API Connections |
How SafeSend One Works
Award-Winning Tax Automation Software
Firms Love it
% customer support satisfaction
Money Saver
$k saved every 1,000 returns
The Efficient Choice
min. average time saved per return
High Adoption Rates
% of all eSignatures / e-file forms completed within 15 days
Best-In-Class Customer Support
sec. average support call wait time during busy season
Ready to streamline tax preparation for your firm and clients, all supported by a 96% client satisfaction track record?
Book a demoSafeSend One Saves Firms Over 800,000 Hours and $60 Million Per Year
Bob Fink
Honkamp, P.C.
Chief Information Officer
"I could not imagine staff picking up these manual tasks and having to click through these screens ever again. We're not going back."
Cindy Owens
Rehmann
Software Analyst
"[Next Gen Gather AI in SafeSend One] just makes the process so much easier. For our team to be able to see what we asked for and what clients submitted, it's going to increase our efficiency by quite a bit. It's a gamechanger."
Melody Young
BMS, LLC Advisors & CPAs
Administrative Operations Manager
"If you're even slightly thinking about SafeSend, I would jump in the deep end of the pool with no life vest. It's super easy to learn, you have people walking you through everything, and it's really simple to use. The customer service—within 20 minutes somebody gets back to you. The bottom line is you're a fool if you don't use SafeSend."
