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Simple Pricing That Fits Your Firm’s Needs

Our tiered prices deliver the best value to tax practices of all sizes, covering the entire tax engagement, from intake through delivery.

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SafeSend One

Choose The Perfect Package for Your Firm

SafeSend's transparent pricing model means no hidden software fees—just simple, scalable pricing with pay-per-return or per-delivery options that grow with your firm.

We offer three different packages to fit your firm’s needs: Essential Gather, Essential Deliver, and Premium—the ultimate end-to-end tax workflow solution.

Essential Gather

Starter Pack AI-Powered
  • Next Gen Gather AI
  • Organizers
  • eSignatures
  • Secure File Transfer
  • Client Portal

Essential Deliver

Starter Pack
  • Tax Returns
  • eSignatures
  • Extensions
  • Secure File Transfer
  • Client Portal
  • In-Office eSign
TOP CHOICE

Premium

END-TO-END AI-Powered PRIORITY SUPPORT
  • Tax Returns
  • eSignatures
  • Extensions
  • Secure File Transfer
  • Client Portal
  • In-Office eSign
  • Next Gen Gather AI
  • Organizers
  • Letter Builder NEW
  • API Connections
  • TicTie Calculate PDF Tool

Key features for an Unrivaled Client Experience

TaxReturns

Tax returns in 4 minutes. Review, eSign, pay. Auto reminders. Distribute K1s.

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eSignatures

eSign any document. Batch process and send engagement letters with Mail Merge.

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Extensions

Send extension packages in 3 minutes. Automate, review, eSign, payments, reminders.

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SecureFile Transfer

Secure, password-free file transfer. Large file transfers, secure exchange, document request lists.

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ClientExperience

Unrivaled client experience. 97% KBA rate, eSigning, no passwords, K1 distribution, reminders.

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Next Gen Gather AI

eSign engagement letters, questionnaires, AI-generated document request lists.

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Organizers

Convert PDFs to fillable forms. eSign engagement letters, complete organizers, upload source documents.

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Letter Builder

A new feature designed to streamline the creation, management, and customization of engagement letters for accounting firms.

Coming soon

APIConnections

Developer Section: Advanced API settings for integration, automation, workflow updates.

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TicTie
CalculatePDF Tool

Digital markup, calculator tapes, tickmarks, bookmarks, cross-references.

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Team working in office

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.

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SafeSend One is the all-in-one tax and accounting software, helping firms reduce workload 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!