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Our Pricing

Confidently invest in SafeSend One with simple, no-hidden-fee pricing and the right packages that automate tax processes to provide an unrivaled client experience.

Simple, Transparent Pricing

Our prices are designed to offer exceptional value for tax practices of all sizes.

SafeSend One Pricing Model

The way it works is straightforward: You pay a per-return fee for each tax return delivered using SafeSend One. This fee is consistent across all supported return types, including 1040, 1040NR, 1065, 1120, 1120S, 1041, SMLLC, 990, state only returns, and draft returns.

Choose Your Perfect Plan

Choose the level that's right for you - Essential, Preferred, or Premium tier.

Our simple tiered pricing model gives you instant access to modules and features within SafeSend One without any additional software costs beyond the per-return fee.

For new customers, there is a one-time fee for initial training and onboarding. However, we offer ongoing training all year long at no cost so you can train new staff or stay up to date on the latest enhancements.

Essential

  • Tax Returns
  • Electronic Signatures
  • Extensions
  • Client Experience
  • Integrations
  • Customer Support

Preferred

  • Tax Returns
  • Electronic Signatures
  • Extensions
  • Client Experience
  • Integrations
  • Customer Support
  • Organizers
  • Secure File Transfer
  • Document Request Lists
  • TicTie Calculate PDF Tool

Premium

  • Tax Returns
  • Electronic Signatures
  • Extensions
  • Client Experience
  • Integrations
  • Customer Support
  • Organizers
  • Secure File Transfer
  • Document Request Lists
  • TicTie Calculate PDF Tool
  • Next Gen Gather AI
  • API Connections

SafeSend One Product Features

SafeSend Product Feature Tiers

No Hidden Fees

With SafeSend One, you won't face unexpected costs. We don't charge for:

  • Per seat fees
  • Monthly/annual maintenance or renewal fees
  • Support fees
  • Scaling firm size fees
  • Network/terminal server fees
  • Knowledge Based Authentication (KBA) fees

Tired of layered fees from other vendors? Our transparent pricing will be a welcome change.

Discover SafeSend One Today

Our award-winning, powerful platform automates every client touchpoint in the tax engagement process.

From engagement letters, tax organizers, and questionnaires to secure file exchange, document request lists, tax return delivery, eSigning, automated K-1 delivery, invoicing, and payments — SafeSend One covers all your needs and delivers an unrivaled client experience.

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Value of SafeSend One Pricing

SafeSend One is an entirely unique and powerful platform that helps firms reduce work by automating every client touchpoint in the tax engagement process.

From engagement letters, tax organizers, and questionnaires to secure file exchange, document request lists, tax return delivery, eSigning, automated K-1 delivery, invoicing, and payments – SafeSend One has you (and your clients) covered!

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