Invest in Innovation: SafeSend Solutions Pricing
Invest in your firm confidently with technology solutions and consulting options to help you automate the tax engagement process and elevate the client experience.
The SafeSend Suite is an entirely unique system that is helping firms reduce work by automating every client touchpoint in the tax engagement process. It will leave you wondering, “why has no one thought of this before?”
SafeSend Returns – Starting at $15 per Delivered Tax Return Package (DTRP)
Pricing for SafeSend Returns is $15 per delivered tax return package. Delivered tax return packages are considered all forms, documents, and schedules of Individual (1040), Trusts (1041s) and/or Entity (1120, 1120s, 1065), both Federal, State(s) and Local returns, as well as any typical accompanying documentation i.e. Source files, Schedule Ds, K-1s, Filing Instructions, Vouchers, ES (Estimated Payments), E-File Authorization, Etc.
Delivered Tax Return Packages are purchased in pre-paid bundles and DO NOT expire. They roll-over year to year.
| SafeSend Returns Pricing | |
|---|---|
| NUMBER OF RETURNS | COST PER DTRP |
| 250 – 499 | $15.00 |
| 500 – 999 | $14.50 |
| 1,000 – 1,999 | $14.00 |
| 2,000 – 3,999 | $13.50 |
| 4,000 – 5,999 | $13.00 |
| 6,000 – 7,999 | $12.50 |
| 8,000 – 9,999 | $12.00 |
| 10,000 – 19,999 | $11.50 |
| 20,000 + | $11.00 |
SafeSend Returns Implementation – $1,500 per Office
To ensure your firm’s SafeSend Returns onboarding is smooth and easy, implementation is required with your initial purchase of SafeSend Returns. This is a one time additional investment of $1,500 per office and includes consulting, account setup, and training. Our qualified trainers and product experts will have you up and running quickly.
SafeSend Signatures – $2 per Document Delivery
Tax return e-signing is fully included as part of the SafeSend Returns pricing. Beyond tax returns, SafeSend Signatures is a complete e-Sign solution for all of your document and engagement letter needs. The cost for SafeSend Signatures is a flat rate of $2 per delivery.
SafeSend Signatures is billed on a pay-as-you-go pricing model, so you only pay for what you use! Billing will take place at the beginning of each month for the previous month’s usage.
Pay Only $12.50 per Organizer Delivery – A Huge Savings Over Labor, Paper, and Postage Costs
SafeSend Organizers recognizes, reads, and prepares PDFs for both the engagement letter and client organizer and streamlines the process of sending to the client. Your static client organizer (printed to PDF from your tax preparation software) is quickly converted to a fillable format, making it easy and convenient for clients to complete and return to you!
SafeSend Organizers is billed on a pay-as-you-go pricing model, so you only pay for what you use! Billing will take place at the beginning of each month for the previous month’s usage.
SafeSend Extensions
Coming soon. Check back for availability and pricing information.
Implement Powerful Automation with the SafeSend Suite
See how the SafeSend Suite can help you work more efficiently and better serve your clients. Get started with a product demonstration and Q&A session.
Ready to purchase? Contact our Sales Team for assistance by email at sales@safesend.com or by phone at 800-716-2558.
SafeSend Exchange combines the best of email, file sharing and client portal capabilities, in a single solution, right from within the Outlook® interface.
| SafeSend Exchange Pricing | ||
|---|---|---|
| NUMBER OF USERS | 30-DAY STORAGE COST PER USER, ANNUALLY | UNLIMITED STORAGE* COST PER USER, ANNUALLY |
| 1 | $250 | $350 |
| 2-4 | $175 | $245 |
| 5-9 | $150 | $210 |
| 10-24 | $110 | $150 |
| 25-49 | $90 | $125 |
| 50-99 | $75 | $105 |
| 100+ | Contact Us | Contact Us |
*Unlimited storage cannot be purchased online. Contact our Sales Team for assistance by email at sales@safesend.com or by phone at 800-716-2558.
Features
- Outlook® add‐in
- Question‐Answer Authentication
- Mobile Device Compatible
- Send Link Transfer Method
- Automated PDF Encryption Feature
- Client Portal: Login Authentication
- Client Drop-Off: No login required and 3GB size limit
- Company‐wide Reporting
- Unlimited Clients, Bandwidth and Data Transfer
- Unlimited Support
Technical Requirements
- Microsoft Office 2007 or higher
- Internet Connection
- Internet Browser: Google Chrome, Firefox, Safari 6 or higher & IE 9 or higher
- Microsoft .Net Framework 4.0 or higher
- Terminal Server and Citrix Compatible
SafeSend Exchange Training
Free basic training resources are available online to help your firm get started with SafeSend Exchange! Visit our Firm Education page to find free live trainings, quick reference guides, and more.
Enterprise Training Option - $500 per Office
For large firms interested in a more in-depth training, we offer an enterprise level option that includes individual setup, a custom live training session, and a recording of the session to use as a refresher course or to help on board new employees.
Enterprise training cannot be purchased online. Contact our Sales Team for assistance by email at sales@safesend.com or by phone at 800-716-2558.
Purchase 30 Days of SafeSend Exchange
There is a better way to do business and it does not involve using multiple services or your clients remembering a login ID or password. SafeSend Exchange allows you to store documents for easy client interaction and ensures safe, secure transfer anywhere in the world – on any device.
TicTie Calculate is an Adobe® Acrobat® plug-in that is designed specifically for the tax and accounting profession. Mark-up digital workpapers exactly as you would on paper and speed up the source document process.
| TicTie Calculate Pricing | |
|---|---|
| NUMBER OF WORKSTATIONS | COST PER WORKSTATION, FIRST YEAR* |
| 1-9 | $184 |
| 10-24 | $165.60 |
| 25-49 | $147.20 |
| 50-99 | $128.80 |
| 100+ | $110.40 |
| 250+ | Contact Us |
*TicTie Calcuate renews annually at the reduced rate of $60.00 per workstation.
Features
- Tickmarks in Red, Blue or Green
- Tickmark Navigator
- Digital Calculator Tape with Direct Print to PDF
- Hyperlinked Cross-references
- Automated Bookmarking and Repagination
- Page Sign‐offs
- Sign‐off Summary
- Digital Ruler
- Save As (to remove annotations)
- Single-click Page Rotation
- Multiple Monitor Support
- Much more!
Technical Requirements
- Adobe Acrobat 9.0 Standard / Professional or Higher (NOT READER)
- Microsoft .Net Framework 3.5 or higher
- Internet connection
- Terminal Server and Citrix Compatible
Purchase TicTie Calculate for Your Workstation
TicTie Calculate is an accounting centric toolbar in Acrobat® that allows you to organize and annotate digital PDFs the same way an accountant would in the paper world. It is easy to install and deploy. Browse a complete library of online training documents in our Help Center.
Business Process Consulting
A smart business is always asking: what are we doing well; what needs improving; and how can we simplify the lives of our staff and clients? At SafeSend, we asked these very questions and it led us to the development of our Business Process Consulting offerings to help firms optimize their overall efficiency, keep employees happy, and drive results.
Silver Level Consulting Package
Expand use of the SafeSend Suite within your firm to drive firm efficiency and elevate client service. We will help you take the first step.
| Silver Level Consulting Package | |||
|---|---|---|---|
| STAFF COMMITMENT | EDUCATOR | TIME COMMITMENT | INVESTMENT |
| Team Champion, Team Leader, Admin Leader | SafeSend LEAN Consultant | 2-hour Virtual Session | Complimentary for firms using SafeSend Returns |
At SafeSend, we are driven to help our customers succeed through continuous improvement and enjoy building relationships through simplifying every touchpoint of the tax engagement process. Get started by scheduling a free 15-minute call to see if this is the right option for you!
Gold Level Consulting Package
Improve your processes by effectively leveraging the latest technology. Stay focused on the future by implementing an effective LEAN approach.
| Gold Level Consulting Package | |||
|---|---|---|---|
| STAFF COMMITMENT | EDUCATOR | TIME COMMITMENT | INVESTMENT |
| Team Champion, Team Leader, Admin Leader | SafeSend LEAN Consultant | Two 4-hour (half day) Virtual Sessions | $5,000 |
Lean Six Sigma process improvement initiatives have consistently been more effective in achieving greater ROI when incorporating SafeSend solutions. Get started by scheduling a free 15-minute call to see if this is the right option for you!
Platinum Level Consulting Package
Create an entirely custom consulting session that addresses the unique pain points of your firm. Take advantage of the combined knowledge of thought leaders and preferred partners in your consultation to drive results.
| Gold Level Consulting Package | |||
|---|---|---|---|
| STAFF COMMITMENT | EDUCATOR | TIME COMMITMENT | INVESTMENT |
| Varies | SafeSend LEAN Consultant, Leading Process Consultant Partner |
Varies | Starts at $10,000 |
In collaboration with Leading Process Consultants, we have developed an in-depth consulting option that will optimize your efficiency and bring greater focus to the overall workflow in your tax practice! Get started by scheduling a free 15-minute call to see if this is the right option for you!
Schedule Your Business Process Consulting
Business Process Consulting packages cannot be purchased online. Contact our Client Success Team for assistance by email at clientsuccess@safesend.com or by phone at 855-818-3552.