Within hours of the groundbreaking product’s release, SafeSend One was already making waves.
The latest innovation from tax and accounting automation technology provider SafeSend automates the entire tax process, from gathering to delivery. Engagement letters, secure file transfers, tax organizers, e-signatures, tax return assembly and delivery – SafeSend One does it all. It’s the end-to-end solution that empowers firms to deliver an unrivaled client experience.
SafeSend One is the next evolution of the award-winning SafeSend Suite, and it picks up right where its predecessor left off.
Many firms are using several different solutions from several different providers, and that is an all-too-common source of friction. Switching back and forth between multiple tools takes added time – not to mention resources – and that adds up quickly. Worst of all, it often harms the client experience.
Some firms utilize dozens of different softwares, which amplifies all of those problems to an exponential degree.
SafeSend One was developed with that issue explicitly in mind. It encompasses the entire tax journey, offering firms the seamless all-in-one experience they need to get the job done and satisfy their clients with optimum efficiency and effectiveness.
SafeSend One covers all four vital phases of the tax process.
- Gather: Engagement letters, document request lists, and more – including a new AI-powered feature that makes obsolete the need to upload a traditional tax organizer.
- Connect: Integrations with industry-leading software from Thomson Reuters, Wolters Kluwer, and Intuit, further ensuring firms a smooth experience.
- Preparation: Streamlined prep and document review, including digital calculator tapes, tickmarking, bookmarking, cross references, and more.
- Delivery: Automated recognition and delivery of client materials, taking 3- to 4-minutes for tax return delivery.
SafeSend One leverages artificial intelligence to significantly reduce manual processes and heavy-lift tasks with Next Gen Gather AI. This leading-edge tech allows you to bulk generate document request lists in just seconds, giving you a drastically more secure and efficient alternative to back-and-forth emails with clients. Gather AI automatically identifies and sorts documents for you, making those ponderous organizers a thing of the past. It also automatically reminds clients about deadlines, and gives your firm real-time visibility into completion status.
Gather AI can even recognize what type of document a file is when it’s uploaded with a generic or incorrect name. So when a client uploads a W-2 labeled “1040” Gather AI will recognize it as a W-2, then categorize and re-label it correctly.
The trailblazing nature of SafeSend’s Next Gen Gather AI has earned media attention of its own.
Our strategic partner @safesendreturns new Gather AI feature is transforming the tax and accounting industry by addressing a critical pain point during the initial phase of tax prep—document gathering.
Learn how: https://t.co/Mz7KRGLtKb #Accounting#Innovation pic.twitter.com/DiIvQcA1ns
— Moore North America (@MooreNAmerica) July 31, 2024
Ready to consolidate your solutions? Find out more about SafeSend One, how it mitigates those time-consuming pain points and bottlenecks, and how it can help your firm save $12,000 every 1,000 returns.