Next Gen Gather AI

Smart Features for AI-Powered Tax Intake

AI-Powered Document Recognition

Gather AI automatically recognizes, categorizes, and organizes dozens of the most common form types (with more types added regularly.

Real-Time Progress Tracking

See what your clients have and haven’t specifically gotten done in the tax process as it happens.

Automatic 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 deadlines?

Password-Free Client Experience

Clients access their document portal without creating accounts or remembering passwords. 97% KBA success rate means no more “I forgot my password” calls during your busiest season.

Bulk Document Processing

Generate document request lists for your entire client base faster than you can say “busy season.” What used to be a day-long manual marathon now takes a few clicks, leaving you time for actual tax prep work.

Smart Client Questionnaires

Create forms that adapt in real time based on client answers. No more overwhelming clients with irrelevant sections—just streamlined, personalized data collection.

Supercharge Your Document Collection with Next Gen Gather AI

CSVs Into DRLs

Gather AI automatically generates document request lists from CSV files, eliminating some of the most tedious, time-consuming manual tasks of tax intake.

Seamless Tax Software Integration

Your AI-collected documents flow directly into CCH Axcess™ Tax and ProSystem fx® Tax, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®.

Industry-Leading Support Excellence

27-second average wait time during busy season with 96% customer satisfaction. When you need help implementing AI-powered workflows, you get expert assistance immediately—not next week.

How Next Gen Gather AI Works

Award-Winning Tax Automation Software

The Best of the Best

% of Top 100 firms use SafeSend One

Efficient

K hours SafeSend One saves firms each year

Saver

mil. dollars SafeSend One saves firms each year

Quick Responses

min. median support wait time on chat during busy season

Schedule a free demo now

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

Automate the First Mile of Tax Prep