SafeSend offers automation and AI-powered tax software that saves accounting firms time and money, empowering them to allocate resources to more revenue-generating services and reducing burnout during busy season. SafeSend One—the end-to-end tax workflow automation platform—handles the entire tax engagement workflow, from document collection through return delivery, replacing the patchwork of disconnected tools many firms use with a single, integrated solution built specifically for tax and accounting professionals.
How SafeSend One Works
SafeSend One organizes the tax workflow into four stages:
Gather
This is where busy season starts, and where many firms lose the most time. SafeSend One automates the entire front of the process:
- Engagement letters go out individually or in batches with built-in e-signatures
- Next Gen Gather AI generates document request lists in seconds, based on prior-year return data
- Custom questionnaires collect client information with
- Clients upload documents through a secure portal (no usernames or passwords required)
- AI recognizes and categorizes files automatically, even when clients upload a W-2 with the wrong name
- Real-time tracking shows exactly what’s been received and what’s still missing
- Automated reminders keep clients on track without staff chasing them down
No more email threads or “just checking in…again” emails. No more spreadsheets (that no one uses) tracking who sent what. And no more manual file organization.
Connect
SafeSend One integrates directly with the tax software you’re already using:
Returns flow directly from your tax software into SafeSend One with a single click—no exporting, uploading, or dragging files between systems. Data syncs bidirectionally, so updates in one system are automatically reflected in the other.
Preparation
SafeSend One includes tools that support the prep and review process, including:
- Digital calculator tapes for documenting workpaper calculations
- Tickmarking and bookmarking for review workflows
- Cross-references between documents
- Preparer and reviewer sign-offs to maintain accountability
- Documents sent directly for e-signature without switching platforms
Delivery
This is where SafeSend One really shines. Completed returns get assembled and delivered in 3 to 4 minutes.
- Automatic assembly with all required forms, schedules, and documents in the correct order
- Secure electronic delivery with knowledge-based authentication (97% success rate—no password-reset calls)
- Built-in e-signatures for Form 8879 and other authorization forms
- Automated reminders for signing, payment vouchers, and estimated tax deadlines
- K-1 distribution to partners and shareholders with tracking and confirmation
- Invoice presentation and payment collection
Clients get a guided, intuitive experience. And staff get their time back.
Key Benefits of SafeSend One
The numbers tell the story:
- 15 minutes saved per return through automated assembly and delivery
- $12,000 saved per 1,000 returns in labor and materials costs
- 3-4 minute return delivery versus 20+ minutes with manual processes
- 94% of e-signatures completed within 15 days
- 97% knowledge-based authentication success rate across all age groups
- 27-second support call wait time during busy season
- 96% customer support satisfaction rating
For firms processing thousands of returns, these savings add up fast. More importantly, automation frees staff to focus on advisory work and client relationships instead of time-consuming administrative tasks.
Who Uses SafeSend One?
SafeSend One is trusted by more than 70% of America’s Top 100 accounting firms, but it’s built for firms of all sizes.
- Small firms use it to streamline processes and deliver a client experience that rivals the big players. They use SafeSend One to:
- Replace paper organizers and in-person review meetings with digital workflows and automated reminders
- Improve client experience without a heavy platform investment
- Reduce busy season burnout by saving time on every engagement
- Mid-sized firms use it to compete with larger competitors without adding headcount. SafeSend One allows them to:
- Standardize workflows across partners, offices, and service lines
- Enforce a single intake-to-delivery process
- Batch process engagement letters
- Gain visibility into client status
- Large firms use it to standardize workflows across multiple offices and handle high return volumes efficiently. They use SafeSend One to:
- Take advantage of APIs to connect SafeSend One with internal systems and automate post-signature workflows
- Handle tens of thousands of returns and K-1 packages with a consistent client experience
- Support multi-office growth and mergers by enforcing a common workflow across teams
Regardless of scale, firms adopt SafeSend One for the same reasons: efficiency, client experience, risk and control, and scalability. If your firm uses UltraTax® CS, GoSystem® Tax RS, CCH Axcess™, ProSystem fx®, or Lacerte, SafeSend One integrates directly with your existing workflow.
FAQs about SafeSend One
Is SafeSend One secure?
Yes. SafeSend One is SOC 2 Type II-certified and uses 256-bit SSL encryption for data in transit and AES encryption for data at rest. Knowledge-based authentication and multifactor authentication options protect client access without password requirements.
Do clients need to create accounts or remember passwords?
No. Clients access their documents through a secure link and verify their identity using knowledge-based authentication. No account creation, usernames, or password resets.
What kind of support is available?
SafeSend offers support through phone, email, chat, and in-app channels. Weekend support is available during busy season, with an average wait time of 27 seconds.
Can SafeSend One handle K-1 distribution?
Yes. SafeSend One automates K-1 delivery to partners and shareholders with tracking and confirmation notifications.
What’s included in the platform?
SafeSend One includes document collection via Next Gen Gather AI, engagement letters, organizers, secure file transfer, e-signatures, tax return assembly and delivery, K-1 distribution, a client portal, and payment collection, all in one easy-to-use platform.
See How SafeSend One Works
SafeSend One replaces the disconnected tools and manual processes that slow firms down during busy season. One platform handles document collection, e-signatures, return assembly, secure delivery, and client communication—all with a direct integration to the tax software you already use.
The result? Less admin work, faster turnaround, happier clients, and a team that isn’t burned out by April.
Ready to see how it works for your firm? Schedule a demo and see why more than 70% of America’s Top 100 firms trust SafeSend One.