Automated Tax Intake
Drastically shorten the first mile of the tax process with SafeSend One’s artificial intelligence-powered tool – Next Gen Gather AI.
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Key Features
Gather AI leverages innovative artificial intelligence to handle the heavy lifting for you. It also eliminates pain points for your clients, making document sourcing easy and without the endless back-and-forth between taxpayer and firm. That’s right – no more calls or emails to clients about missing materials or missed deadlines. Gather AI takes all of that off your plate, freeing you up to improve client experience elsewhere and to work on things more aligned with revenue generation.
Document Request Lists
Next Gen Gather AI clearly and simply outlines which materials clients need to upload, without the need for a traditional organizer. It generates document request lists – even those in bulk – in just seconds, making document sourcing a breeze.
Automatic Material Recognition
Gather AI is so intuitive that it recognizes what type of document a file is even if it has a generic or incorrect name. So when your client uploads a 1040 labeled "W-2", Gather AI will automatically categorize it as a 1040 and re-label it.
Client Completion Status in Real Time
See what your clients have and haven’t specifically gotten done in the tax process as it happens. Gather AI shows both firms and clients a simple checklist denoting what’s been taken care of and what still needs to be done.
Automatic Deadline Reminders and Notifications
What will you do with all the time you save from not having to stay on top of clients for important signing and payment deadlines? Start thinking about that, because Gather AI does all of that for you, generating automated notifications to keep clients on track.
Sound Too Good to Be True? It’s Not
Here’s what firms are saying about their experience using Gather AI in SafeSend One.
Cindy Owens
Rehmann
“It 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
BMSS, LLC Advisors & CPAs
“The client doesn’t have to tell us what it is they’re uploading. They can upload it and Gather AI will tell us what it was that they uploaded for us”
Joe Montgomery
Montgomery & Co. CPAs
“Next Gen Gather AI is going to revolutionize the front end of the tax gathering process. It makes it easy for clients, which is what they want.”
Automate Your Tax Workflows and Deliver an Unrivaled Client Experience
Next Gen Gather AI is just one of the many features within SafeSend One that makes the entire tax process easy for both firms and clients.
Tax Returns
With its best-in-class automation, SafeSend One delivers returns in 3 to 4 minutes. You’ll save 15 minutes on every return, and you’ll save $12,000 every 1,000 returns.
Secure File Transfer
Give your clients simple, secure document exchange without the hassle of creating (and remembering) usernames or passwords. SafeSend One provides file sharing, client portal capabilities, and encrypted PDFs, all securely, and through an intuitive user interface.
Signatures
Get everything signed digitally, in parallel or sequential order. It makes taxes even easier for clients. And SafeSend One takes care of old-schoolers, too, making in-office eSign possible – and easy.
Unrivaled Client Experience
Make your clients clients for life with SafeSend One’s easy-to-use platform. The intuitive user experience is consistent throughout with guided processes that eliminate client frustration every step of the way.
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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®.