SafeSend Pricing
Confidently invest in SafeSend's end-to-end tax solutions with simple, no-hidden-fee pricing and the right packages that automate tax processes and elevate client experiences.
Simple, Transparent Pricing
Understanding SafeSend's pricing is a breeze. Our flexible pricing model is designed to offer exceptional value for tax practices of all sizes.
SafeSend Pricing Model
Our pricing is straightforward: you pay a per-return fee for each tax return delivered using SafeSend Returns. This fee is consistent across all supported return types, including 1040, 1120, 1120S, 1065, 1041, SMLLC, and now 990s.
Choose Your Perfect Plan
When purchasing, you choose the SafeSend level that is right for you, the Essential, Preferred or Premium tier.
Our simple tiered pricing model gives you instant access to modules and features within SafeSend without any additional software costs beyond the per-return fee.
For new customers, there is a one-time fee for initial training and onboarding. However, we offer ongoing training all year long at no cost so you can train new staff or stay up to date on the latest enhancements.
Essential
- Tax Returns
- Electronic Signatures
- Extensions
- Client Experience
- Integrations
- Customer Support
Preferred
- Tax Returns
- Electronic Signatures
- Extensions
- Client Experience
- Integrations
- Customer Support
- Organizers
- Secure File Transfer
- Document Request List
- TTC Acrobat Preparation Tool
Premium
- Tax Returns
- Electronic Signatures
- Extensions
- Client Experience
- Integrations
- Customer Support
- Organizers
- Secure File Transfer
- Document Request List
- TTC Acrobat Preparation Tool
- Next Gen Gather with AI
- API Connections
SafeSend Product Features
No Hidden Fees
With SafeSend, 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
If you are tired of layered fees from other vendors, SafeSend’s transparent pricing will be a welcome change.
Discover SafeSend Today
SafeSend is an award-winning and powerful platform that automates 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, e-signing, automated K-1 delivery, invoicing, and payments — SafeSend covers all your needs and enhances your clients' experience.
Discover SafeSend TodayValue of SafeSend Pricing
Anchored by the award-winning tax return delivery and e-sign solution SafeSend Returns, SafeSend is an entirely unique and powerful platform that helps firms reduce work 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, e-signing, automated K-1 delivery, invoicing, and payments – the SafeSend has you (and your clients) covered!