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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
What's included
  • SafeSend Returns
  • SafeSend Signatures
  • SafeSend Extensions
  • SafeSend Returns
  • SafeSend Signatures
  • SafeSend Extensions
  • SafeSend Organizers
Pricing $13 - $17 per return, based on volume $14 - $20 per return, based on volume
Volume Discounts
Numer of Returns Suite Essential Suite Preferred
100 – 499 $17.00 $20.00
500 – 999 $16.00 $18.50
1,000 – 2,499 $15.00 $17.00
2,500 – 9,999 $14.00 $15.50
10,000+ $13.00 $14.00

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 (minimum 100), 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.

SafeSend Returns Implementation – $1,850

To ensure your firm’s SafeSend Returns onboarding is smooth and easy, implementation is required with your initial purchase. This is a one time additional investment of $1,850* and includes consulting, account setup, and training. Our qualified trainers and product experts will have you up and running quickly.

*Additional fees apply to firms with multiple offices. Contact sales@safesend.com for more information.

Send One-Off Documents for E-Signing Outside the Tax Package 

Unlimited use of SafeSend Signatures at no additional cost is automatically included with all purchases of Suite Essential or Suite Preferred pricing tier packages. Signatures brings the power of e-signing all year to your firm and is available as part of the SafeSend Suite. Beyond tax returns, SafeSend Signatures is a complete e-sign solution for all of your one-off document and engagement letter needs. 

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 packages. 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! 

Coming soon! Check back for availability.

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.

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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.

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