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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 – $1,850

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 $1,850* 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.

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.

Purchase Now

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.

Purchase Now

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.

Platinum 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.

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