SafeSend One and Thomson Reuters, Unified
As part of Thomson Reuters, SafeSend One delivers UltraTax CS® and GoSystem® Tax RS users the best end-to-end tax workflow solution.
The No. 1 Choice for Thomson Reuters Users
SafeSend One pairs with UltraTax CS® and GoSystem® Tax RS to provide a one-stop shop that covers the entire tax engagement, from intake through delivery.
Award-Winning Tax Automation Software Integration
Lightning Fast
- min average tax return assembly and delivery time
Money Saver
$ k saved every 1,000 returns
The Efficient Choice
min average time saved per return
High Adoption Rates
% of all eSignatures / e-file forms completed within 15 days
Ready to streamline tax preparation for your firm and clients, all supported by a 96% client satisfaction track record?
Book a Demo
Deliver an Unrivaled Client Experience
By integrating with SafeSend One, Thomson Reuters users help their clients conveniently upload, sign, and return documents. The intuitive guidance and easy-to-use interface ensures clients know exactly what to do to complete the tax engagement process with no client education, resulting in higher completion rates.
Plus, they’ll receive electronic notifications and reminders for any pending documents or engagement letters. And all this comes with secure access with no password needed.
Integrate and Get More for Your Firm and Clients
Combining SafeSend One with your existing Thomson Reuters software provides your clients and firm with the most comprehensive offering of tax tools and features—all in one place.
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Includes K-1 distribution that seamlessly integrates with UltraTax CS and GoSystem Tax RSRequire another disconnected software
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Allows for any document to be signed digitallyRequire yet another separate software
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Automates document collection/organization and tracks client completion in real timeEither don’t offer that or require multiple unintegrated tools with cumbersome navigation
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Organizes all client materials and tasks in a single, searchable platformRequire multiple software and painstaking communication between platforms
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Hear What Thomson Reuters + SafeSend Customers Have to Say
Peter Mayolo
Mayolo & Associates LLC
Owner & President
“Now that the clients can easily do it electronically—e-sign all the forms—our time involved in that part of the preparation process is dramatically reduced, which ultimately enables us to do more work, be more efficient, make more money.”
Robert Jones
RC Jones & Associates Inc
President & Founder
“My older clients needed to be able to use it, my younger clients trust it, and my staff love it. SafeSend touched on all of those points. We’re getting signatures, we’re capturing payments, and it’s our handoff to the client.”
Whitney Kisner
Papin CPA
Director of Operations
“When you are utilizing a product where you can send organizers, send engagement letters, send returns, send e-files, it puts it all in one spot, the client gets used to it and it makes their experience stellar.”
Save Time & Reduce Manual Tasks with Direct Integration
This end-to-end tax workflow equips firms to serve their clients with a guided and intuitive experience across all touchpoints, including automated reminders, online payment options, tax return summary.
| Client Feature Highlights | Firm Feature Highlights |
|---|---|
| Sucess access without a password | Batch deliver engagement letters & organizers |
| Digital, filiable organizers | Secure document transfer |
| Sucess source document upload | Document request list delivery |
| Tax Returns summary display | Single dashboard for tracking & reporting |
| Automated e-sign & payment reminders | Collect invoice payments |
| Eletronic K-1 distribution | API developer section |
Thomson Reuters & SafeSendLearning Center
Hear from Jenn Barnes at Stewart & Company and UltraTax CS® user, as she shares her journey in streamlining software for optimum efficiency.
Learn about the SafeSend automation journey from a Thomson Reuters firm’s point of view.
Discover what makes this partnership exceptional and hear client success stories that shape this dynamic collaboration.
Dive deep into the integration with Thomson Reuters, the SafeSend product roadmap, and new support for 990s.
Schedule a free demo now
and see how SafeSend One will help you to save time and other resources