Returns
Delivered in Under 4 Minutes
Stop wasting budget on paper and ink, and save your staffing bandwidth for work that’ll generate more revenue. SafeSend One is the easiest way to assemble, deliver, and eSign completed tax return packages, for firms and clients.
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Key Features
SafeSend One is all about saving firms time and money while empowering them to provide an unrivaled client experience. How? By automating labor-intensive, manual processes, making those tasks ones that used to be labor-intensive and manual.
Automatic Assembly and Delivery
Tax returns take 3 to 4 minutes to deliver with SafeSend One. You’ll save 15 minutes on every return, and you’ll save $12,000 every 1,000 returns.
Security
Confidentiality and privacy are ensured when tax returns are assembled and delivered through SafeSend One. Your clients’ data is safe and secure. SafeSend One is Soc 2 Type 2 certified.
No Usernames or Passwords Necessary
Provide an unrivaled client experience, without making your clients have to sign in, reset passwords, and all of that hassle.
eSign
Automated digital signatures don’t just cut down on time for you and your clients. Think of all the money you’ll save on paper and toner.
Tracking and Reporting
See your clients’ completion progress in real time. SafeSend One also allows access to past documents and info for up to seven years.
Automated Notifications
Say goodbye to hounding clients to meet deadlines. SafeSend One does that for you with convenient automatic alerts and reminders for signing e-file forms, payment, and estimated payments due.
Don’t Just Take Our Word For It
Hear what firms using SafeSend One for tax returns are saying.
Melody Young
Administrative Operations Manager
BMSS, LLC Advisors & CPAs
“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.”
Joe Montgomery
Montgomery & Co. CPAs
Managing Partner
“It used to take us at least 20 minutes to deliver a return – everything was manual. With SafeSend One, that dropped to 5 minutes. My team loves me for switching to SafeSend.”
Lisa Goldbecker
Therrien & Associates, P.C.
Administrative Assistant
“Clients love the idea of using SafeSend One because they don’t want paper; they’re tired of paper.”
Start Saving Your Firm Time and Money
SafeSend One revolutionizes tax return and assembly, rendering those heavy lifts you dread every busy season a thing of the past.
Cost Effective
Firms lose thousands of dollars each year sending paper returns. With SafeSend One, you’ll save money by not having to spend on supplies like paper, toner, and postage associated with mailing traditional returns.
Time Savings
Automated tax return assembly and delivery saves firms precious hours each tax season. You’ll save 15 minutes on every tax return. Think of all the added productivity you and your firm will enjoy thanks to the extra time SafeSend One generates for you.
Happier Employees
Comprehensive, real-time tracking and reporting, automated K-1 distribution, and Form 8879 eSign means your staff isn’t hurried but instead less stressed. Staff will be able to devote more time and energy to higher-level projects and tasks more aligned to revenue generation, too.
Unrivaled Client Experience
Clients love SafeSend One's ease of use and Form 8879 eSign, but automated notifications and reminders for payment vouchers and simple electronic K-1 distribution to shareholders/partners can make them your clients for life.
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Join 70% of America's Top 100 firms in using SafeSend One and save $12,000 every 1,000 returns.
SafeSend One
Save time and other resources while addressing common pain points:
- Get signed 8879s back fast
- Better engage clients during gathering phase
- Increase completion rates with digital, fillable tax organizers
- Assemble and deliver all return types
- Automate signature and payment reminders
- Distribute K-1s electronically
- And more
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SafeSend One is compatible with the following tax software programs: CCH Axcess™ or ProSystem fx®, Thomson Reuters UltraTax CS® or GoSystem® Tax RS, or Intuit Lacerte®.