The SafeSend Suite Fits Seamlessly into Your Existing Tax Process
The tax engagement life cycle can be transformed by building a technology foundation that works in any office or remote situation. From engagement letters and organizers to collecting e-signatures and invoicing, the SafeSend Suite allows your staff to eliminate tedious tasks that are far too time consuming.
- Engagement Letters
- Client Organizers
- K-1 Distribution
- Tax Return Assembly, Delivery & E-Signing
- Firm Invoices & Payment Collection
The SafeSend Suite is fully compatible with CCH Axcess™ Tax and ProSystem fx® Tax, Thomson Reuters GoSystem® Tax RS and UltraTax CS®, and Intuit Lacerte®.