Unrivaled Client Experience
Drastically reduce the time-consuming, tedious, and difficult parts of the tax process, and win over your clients for life with SafeSend One’s award-winning automation.
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Key Features
With its easy-to-use interface and intuitive, guided processes, SafeSend One empowers your firm to deliver clients a best-in-class tax engagement.
97% KBA Success Rate
SafeSend One’s knowledge-based authentication system is peerless in the tax and accounting industry.
View/Pay Invoice
Clients can make tax authority payments online or via print (voucher management).
K-1 Distribution
Partners and shareholders receive their K-1s digitally.
Automated Reminders and Notifications
Say goodbye to hounding clients about deadlines. With SafeSend One, they’ll get alerts about those important dates automatically.
User-Friendly
With no username or password required, and with a similar look and feel throughout the entire platform, SafeSend One makes the whole tax process easy – and not just for the digitally savvy. Nearly 50 percent of all SafeSend One taxpayers are 55+.
Client Retention
SafeSend One allows your clients access to important documents and records for up to seven years.
Reporting and Tracking
Clients can easily share their screens with firms via SafeSend One, making the once-daunting tax process even simpler.
What They’re Saying
Hear directly from our customers about the unrivaled client experience SafeSend One has helped them provide their clients.
Robert Jones
President and Founder
RC Jones & Associates Inc.
“My older clients needed to be able to use it, my younger clients trust it, and my staff love it. SafeSend was that tool.”
Gina Johnson
Chief of Staff
Robert W. Morris & Company P.C.
“For someone who might be not comfortable with technology, SafeSend is much easier because it’s all in one. There's no, ‘OK, you're going to do this part here, but then you're going to go to this program and send this for signature there.’”
Jerry Schmit
Partner
Sikich LLP
“SafeSend One gave us a simple solution to what was a convoluted process. There is genius in the simple things.”
Ready to Wow Your Clients?
Use SafeSend One and start giving your clients what they crave – a simple, streamlined tax process.
Tax Returns
From automated notifications for important deadlines to digital K-1 distributions, SafeSend One eliminates friction for your clients, meaning they won’t be fielding as many calls from you.
Next Gen Gather AI
SafeSend One’s artificial intelligence tool makes the gathering phase of the tax process, which used to be the most onerous, easy. For example, you won’t have to painstakingly chase down every file and document through ill-received phone calls with clients.
Exchange
SafeSend One gives your clients secure file transfers without putting them through the hassle of creating usernames and passwords. No more juggling logins or having to reset credentials. It’s security without the cumbersome processes.
Signatures
Empower your clients to complete the entire tax process digitally. SafeSend One provides for that with its Signatures feature, enabling you to collect those all-important signings electronically, in parallel or sequential order. And for clients who like the old-school approach, SafeSend One allows for in-office eSign, too.
Get Started
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®.