SafeSend Partners
We go beyond software features by partnering with firms, groups, and technology vendors to bring you and your clients the best tax experience.
SafeSend Integrated Technology Partners
Take full advantage of SafeSend’s cloud-based solutions, digital workflow technology, and a modern, high-end client experience when you combine powerful automation with our integrated technology partners.
Thomson Reuters: UltraTax CS® and GoSystem Tax® RS
For tax and accounting professionals using UltraTax CS or GoSystem Tax RS for compliance, integrating SafeSend One will redefine the way you run your tax practice. The partnership between Thomson Reuters and SafeSend allows you to automate the entire tax journey from getting tax ready and flowing data in and out of tax preparation software, to finishing with tax return delivery and eSigning, in order to file quicker.
Lacerte®
SafeSend One leads the market in end-to-end client experience for firms using Intuit Lacerte. By integrating with SafeSend One, your firm will have a one-stop shop for engagement letters, fillable organizers, automated source document gathering, secure file exchange, tax return assembly, delivery with eSign, and electronic K-1 distribution.
CCH Axcess™ (Compatible With ProSystem fx® Tax)
For firms using CCH Axcess and ProSystem fx, SafeSend One is improving efficiency, reducing errors, and saving time. With industry-leading automation, SafeSend One helps you eliminate time-consuming manual tasks, making busy season that much more manageable for your staff and your clients.
Here what our mutual customers have to say!
Joe Montgomery
Peter Mayolo
Robert Jones
SurePrep: TaxCaddy
Part of Thomson Reuters
The integration of two award-winning solutions equals a truly digital tax engagement process. Old paper-based methods are costly, outdated, and inefficient. Transform the way tax returns move through your tax department, from client organizers to delivery and e-signing with TaxCaddy and SafeSend Returns.