SafeSend Solutions for Tax & Accounting: Automation is in our DNA
Schedule a DemoAdd 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!
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.
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
