Case Studies from Successful Firms

“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.”

“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.”

“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.”

“We have several clients that travel during the tax season or even live overseas. So, having the ability to securely send their tax returns has been a game changer for us.”

“SafeSend One is a specialist in making this a seamless process for your clients. Embrace and let the system do what it can for you, so the sooner you get started, the sooner you can solve those problems.”

“You guys ROCK! Your support team, your development team, your products, everything. Thank you. It’s a breath of fresh air with all of the different vendors I deal with.”