Invest in Innovation:
SafeSend Solutions Pricing
Invest in your firm confidently with technology solutions to help you automate the tax engagement process and elevate the client experience.
Anchored by SafeSend Returns, the SafeSend Suite is an entirely unique and powerful platform 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?”
Our simple tiered pricing model gives you instant access to modules and features within the SafeSend Suite without any additional cost beyond the per-return fee.
|SafeSend Suite Pricing Tiers|
|Suite Essential||Suite Preferred|
|SafeSend Returns||$13-$17 per return||$14-$20 per return|
|-- SafeSend Signatures||Unlimited||Unlimited|
|-- SafeSend Extensions||Unlimited||Unlimited|
|-- SafeSend Organizers||Not Included||Unlimited|
|Number of Returns||Suite Essential||Suite Preferred|
Eliminate the Tedious, Manual Tasks Around Assembly & Delivery
SafeSend Returns is the flagship solution within the SafeSend Suite. When you purchase a package of returns, you unlock all the functionality included in your pricing tier. 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.
Returns are purchased in pre-paid packages at the Suite Essential or Suite Preferred pricing tier and DO NOT expire. They roll-over year to year.
Save Money by Reducing or Eliminating Labor, Paper, and Postage Costs
Unlimited use of SafeSend Organizers at no additional cost is automatically included with all purchases of Suite Preferred pricing tier package. SafeSend Organizers converts your static client organizer (printed to PDF from your tax preparation software) quickly to a fillable form and is available as part of the SafeSend Suite. Make it easy and convenient for clients to complete and return organizers to you!
Assemble & Deliver Extension Packages to Clients in as Little as 3 Minutes
SafeSend Extensions will release in Q4 of this year. Unlimited use of SafeSend Extensions at no additional cost is automatically included with all purchases of Suite Essential or Suite Preferred pricing tier packages. SafeSend Extensions handles all return types and automates the delivery of documents for review, collects signatures if required, provides payment options for vouchers by various taxing authorities, and allows staff to track where clients are in the extension package process.
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.
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|
|100+||Contact Us||Contact Us|
- 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
- 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.
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*|
- 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!
- Adobe Acrobat 2017, 2020, and DC
- 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.