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Navigating the New Normal of COVID-19 with SafeSend Returns®

Sunday, Mar 15, 2020 by Steve Dusablon

Our new reality has forced some major shifts in the tax preparation process both internally and client facing. The completed tax return assembly, delivery & signature process was already a complex workflow, but now with pop-up home offices for staff and clients to be served without in-person meetings, the game has changed. Here are some resources to demonstrate to you and your firm market proven technology making the tax engagement last mile easy and efficient, fully supporting staff all working from home and a remote client service model.

Resources for Current Customers

We’ve put together resources to help you navigate this unique time in history and maintain the health and safety of staff and clients.

“I am so, so happy that I get to work with such an amazing company like SafeSend. With everything that is going on right now, [your dedication] really showcases why I love the product so much…I also love that you guys are always trying to improve and update everything so quickly. Your [Support] center crew is amazing. I really like that I can talk to an actual person if need be!”
– Brigette Funk, Admin Specialist at KCOE ISOM LLP

Resources for Firms that Want to Know More about SafeSend Returns

Not using SafeSend Returns? Learn more about how you can securely automate the client touch points of the tax engagement, while providing a better client experience and keeping everyone involved safe!

“I’m a huge fan of SafeSend Returns. It’s one of those technologies that after you start using it, your like, how did we do it without them?”
– Brian Streig, CPA

Learn About the SafeSend Returns Suite

The SafeSend Returns Suite offers tax and accounting professionals a simple way to address tedious tasks at every client touch point within the tax engagement. Automate the manual work often associated with the back and forth of client communication through each season of the tax year!

SafeSend Returns is fully compatible with all leading tax preparation systems, including:

  • Intuit Lacerte®
  • CCH Axcess™
  • CCH ProSystem fx®
  • Thomson Reuters UltraTax CS®
  • Thomson Reuters GoSystem® Tax RS
Schedule A Demo

Schedule Your SafeSend Returns Demo Today!

SafeSend Returns, is a multi-year winner of the CPA Practice Advisor Technology Innovation Award. SafeSend Returns eliminates the manual, labor-intensive elements many tax departments experience producing client-ready tax returns. Schedule a demo!

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