Learn all Our Support Team Has to Offer
Get new or current staff up-to-speed with SafeSend Solutions through a variety of free, live training throughout the year.
Product Education Center
Free and continued complimentary education and training throughout the year. Updates, demo, live learn, academy.
SafeSend Academy
Explore our educational resources to help you maximize the value of SafeSend One products. Whether you’re looking to enhance your understanding, streamline processes, or deepen your expertise, our comprehensive educational sessions are designed to support your success.
On-Demand & Live
Learning & Development
These complimentary additional resources provide valuable insights, tips, and best practices that will empower you and your firm to make the most of all available tools.
Help Desk
Free and continued complimentary education and training throughout the year. Explore our Community and our New Customer Resources.
Resources: Whitepapers, Infographics & More
It's smart to learn all you can before implementing a solution.
We have provided the free resources below to help you in your research.
Whitepapers
- Revolutionizing Tax Automation: Enhancing Efficiency and Innovation with the Client Organizer
- Survive & Thrive During Tax Season
- Top 10 Traits of a Successful Tax & Accounting E-Sign Solution
- The 3 A's of Paperless Organizers: Automate, Accommodate, Acclimate
- Tax Season Survival: Challenges and Best Practices
- Overcoming Staffing Challenges in Your Firm
- Tax Automation for the Win
Get our Busy Season Survival Guide
and discover the Challenges and Best Practices for Tax and Accounting Professionals
Download now
API Developers: Information & Portal
The complete power fully integrated with your firm’s existing technology through APIs and self-service tools.
You have high standards when it comes to building and maintaining software in your firm. SafeSend understands
this drive for excellence and provides your IT team with all the tools and resources needed to implement APIs,
improve processes, and measure progress.
In the SafeSend Developer portal, you will find:
- Technical documentation
- API
- Webhooks
- Supporting Frequently Asked Questions
- Sample code with testing environment
Through the use of APIs, your firm can address these use cases:
- Route taxpayer-signed documents directly to a long-term storage solution.
- Never miss an organizer update from your client. Taxpayers upload source documents often and at a variety of
times. - Free up valuable admin time.
Award-Winning Automation Technology
Firms Love it
% customer support satisfaction
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 customers, all supported by a 96% client satisfaction track record?
Schedule a free demo now
and see how SafeSend One will help you to save time and other resources