Automate Your Tax Process Without Over Complicating It

With SafeSend, the automated tax journey is simple for both staff and clients.

The SafeSend Suite is a powerful tax workflow automation platform that automates the manual, labor-intensive tasks at each step of the tax engagement for both individual AND entity returns – engagement letters, client organizers, extensions, plus assembly, delivery, and e-signing of the prepared tax return package, and so much more.

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The SafeSend Suite Fits Seamlessly into Your Existing Tax Process

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, the SafeSend Suite allows your staff to eliminate tedious tasks that are far too time consuming.

Engagement Letters
Client Organizers
K-1 Distribution
Tax Return Assembly, Delivery & E-Signing
Firm Invoices & Payment Collection

The SafeSend Suite is fully compatible with CCH Axcess™ Tax and ProSystem fx® Tax, Thomson Reuters GoSystem® Tax RS and UltraTax CS®, and Intuit Lacerte®.

Clients Expect Security, Convenience, and an Easy Experience at Tax Time

The world has changed. More and more of your clients work-from-home and require remote services. The need to offer an outstanding, intuitive online experience is critical to differentiating your firm and adding value to your services.

Winner of Technology Innovation Awards

More than % of Top 500 Firms use the SafeSend Suite

More than Returns Delivered and Counting...

Award-Winning Solutions, Year After Year

At SafeSend, the focus is on continuous innovation, listening to our customers, and providing technology solutions that solve real-world problems. This dedication and focus on improvement have led SafeSend to win Technology Innovation Awards in 2016, 2017, 2020, 2022!

See why 70% of Top 100 Firms Are Using the SafeSend Suite for Tax Automation Workflow

Stop wasting time on manual, labor-intensive tasks during tax time and provide your clients with an intuitive, consistent experience no matter what type of document your staff is delivering.

Step 1

Schedule a demo

Step 2

Implement in 4 hours or less

Step 3

Make staff and clients happy

Trusted by Top Firms, Growing Firms, and So Many More

Around filing time we had found 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.

- Russell Goldberg, Partner, Withum
Top 100 Firm