Letter Builder - SafeSend

Smart Features for streamlined letter creation

Centralized Template Library

Bring all your existing engagement letters into one organized, secure location. Upload current templates, create new ones, and never hunt through desktop folders again.

Dynamic Merge Fields

Automatically populate client names, service types, and engagement details. Create personalized letters without manual typing or copy-paste errors.

Bulk Letter Generation

Generate hundreds of engagement letters simultaneously with CSV import. Send entire batches for e-signature in one click.

Paragraph Management

Build your perfect paragraph library once, then reuse everywhere. Ensure consistency across all engagement letters.

Access Control & Audit Trailn

Keep your templates safe with role-based permissions while tracking every edit. Know exactly who changed what and when for complete transparency.

Seamless Integration

No more platform jumping. Letters created in Letter Builder flow directly into SafeSend One’s e-signature and client delivery workflows.

Service-Specific Customization

Tailor letters to specific services – tax prep, audit, advisory. Smart categorization ensures clients receive relevant, personalized content.

Professional Letter Delivery

Seamless delivery and e-signature collection create happy clients. Professional presentation builds trust and strengthens long-term client relationships.

Quality Assurance Checks

Catch missing sections and formatting issues before clients see them. Quality checks ensure every letter meets professional standards before delivery.

Unlock the Full Power of SafeSend One

Letter Builder is just one feature included in SafeSend One’s premium package. Take a look at what else the platform can help your firm do.

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Automated Intake

Next Gen Gather Al shortens the first mile of the tax process with automated DRLs and organization of materials, real-time client completion status, and automated deadline reminders.

Custom APIs

Fully integrate SafeSend One with your firm’s existing technology through APIs. Your automation and efficiency will level up thanks to customizable APIs and webhooks.

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Want It All? Go Premium!

Letter Builder is exclusive to SafeSend One's premium tier

From Intake to Delivery

Tax Returns
eSignatures
Extensions
Secure File Transfer
Client Portal
In-Office eSign
Next Gen Gather AI
Organizers
Letter Builder NEW
API Connections
TicTie Calculate PDF Tool

See Other Packages

How SafeSend One Works

Award-Winning Tax Automation Software

Firms Love it

% customer support satisfaction

Money Saver

$k saved every 1,000 returns

The Efficient Choice

min. average time saved per return

High Adoption Rates

% of all eSignatures / e-file forms completed within 15 days

Best-In-Class Customer Support

sec. average support call wait time during busy season

Ready to streamline tax preparation for your firm and clients, all supported by a 96% client satisfaction track record?

Schedule a free demo now

and see how SafeSend One will help you to save time and other resources