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Why Choose SafeSend?

Learn all SafeSend Has to Offer

We’re creating real-world solutions for the pain points our customers are feeling within their tax practice. Within the SafeSend Suite, we deliver:

  • Digital, fillable client organizers
  • Source document gathering
  • Tax return assembly and delivery for all return types
  • Electronic K-1 delivery
  • Grouped Returns and Signer Delegation
  • E-signatures of 8879s and documents all year round
  • Reducing client “tech support” by firm staff
  • Reduced manual work on the back-end of tax prep
  • The BEST client experience

And we’re not done yet. SafeSend’s mission is to automate the tax and accounting profession with innovative technology that helps practitioners work more efficiently and better serve their clients. There is nothing else like it on the market!

Benefits of the SafeSend Suite

Our customers know that using the SafeSend Suite makes the tax engagement easier for both staff and clients, while maintaining accuracy and security. Get started and enjoy the benefits of the SafeSend Suite at your firm.

  • Market leader in automating tedious tasks throughout the entire tax engagement
  • Multi-year winner of the CPA Practice Advisor Technology Innovation Award
  • Continuous focus on innovation to make firm work easier and faster
  • Fast to implement and train staff
  • Intuitive and easy to use for both the tax professionals and clients

What Firms Are Saying

Our whole team really likes it. We're actively looking for other ways we can utilize the SafeSend Suite®.

- Virginia Dennerlein, Director of Operations

Access Even More Learning Resources

Discover a variety of resources to help your firm choose the right SafeSend Suite pricing tier for your needs. Register for webinars, read firm success stories, and download whitepapers, infographics, and more.

Explore the SafeSend Suite

Webinars & Events

Join live product webinars with free CPE credit. We are ready to help firms automate the tax engagement process and provide the best client experience.

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Success Stories

See why firms of every size are implementing the SafeSend Suite into their workflow, including more than 60% of Top 500 firms!

Watch Videos and Read Case Studies

Schedule a Demo

Get a high-level look at the SafeSend Suite and understand the value it will bring to your firm while providing your clients at 5-start experience.

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Whitepapers, Infographics, & More

Download helpful information on industry topics, statistics, and other free research as you explore the benefits of the SafeSend Suite.

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Customer Education

New Customers Start Here

Welcome to SafeSend! Get started with helpful guides, client communication resources, and other assets to make your transition to the SafeSend Suite successful.

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Free Customer Training

Get new or current staff up-to-speed with SafeSend Solutions through a variety of free, live training throughout the year.

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API Developer Information

Discover more about building APIs and connectors between firm technology and the SafeSend Suite. We are powering integrations to support your firm’s technology goals.

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Ready to see it in action?

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