Essential Gather
- Next Gen Gather AI
- Organizers
- eSignatures
- Secure File Transfer
- Client Portal
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.
Tax returns in 4 minutes. Review, eSign, pay. Auto reminders. Distribute K1s.
Learn MoreeSign any document. Batch process and send engagement letters with Mail Merge.
Learn MoreSend extension packages in 3 minutes. Automate, review, eSign, payments, reminders.
Learn MoreSecure, password-free file transfer. Large file transfers, secure exchange, document request lists.
Learn MoreUnrivaled client experience. 97% KBA rate, eSigning, no passwords, K1 distribution, reminders.
Learn MoreeSign engagement letters, questionnaires, AI-generated document request lists.
Learn MoreConvert PDFs to fillable forms. eSign engagement letters, complete organizers, upload source documents.
Learn MoreA new feature designed to streamline the creation, management, and customization of engagement letters for accounting firms.
Coming soonDeveloper Section: Advanced API settings for integration, automation, workflow updates.
Learn MoreDigital markup, calculator tapes, tickmarks, bookmarks, cross-references.
Learn MoreTired of layered fees from other vendors? Our transparent pricing will be a welcome change.
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!