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Ready To Automate Your Tax Workflow, From Intake Through Delivery?

SafeSend One saves firms over 800,000 hours and nearly $60 million each year. In this live demo, you’ll see how.

SafeSend One is the end-to-end solution for tax and accounting firms, automating the entire tax process. It’s a secure, easy-to-use, all-in-one platform for engagement letters, file transfers, organizers, eSignatures, and tax return assembly and delivery.

Take a guided tour through SafeSend One’s award-winning automation, including key features like Tax Returns, eSignatures, Secure File Transfer, and Organizers. One of our product experts will also show you Next Gen Gather AI, an artificial intelligence-powered tool that automates document request lists, recognition and organization of client materials, signing and payment deadline alerts for clients, and more.

SafeSend One is compatible with Thomson Reuters UltraTax CS^® and GoSystem^® Tax RS, CCH Axcess^™ and ProSystem fx^® Tax, and Intuit Lacerte^®.