SafeSend Returns

SafeSend Returns™ is a revolutionary, award-winning tax return assembly and delivery process unique to the market. An entirely new system that will leave you wondering, why had no one thought of this before?

With SafeSend Returns™, you have the power to redefine your firm’s entire culture surrounding tax returns. In one fell swoop, you will banish the days of a harried, stressed-out staff scrambling to sort out a mountain of incomplete and unorganized returns.

  • The list price for SafeSend Returns is $15 per *delivered tax return package (DTRP).
  • DTRPs must be pre-paid, DO NOT expire and rollover year to year.
  • Setup, implementation and training package: An Additional $999

* Delivered tax return packages are considered a bundle of Individual (1040) 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 D’s, K1’s, Filing Instructions, Vouchers, ES (Estimated Payments), E-File Authorization, Etc.

** Amended and/or Corrected Returns are included and can be sent at no additional cost.

List Pricing / Includes Services

# of Returns Cost per DTRP
250 – 500 $15.00
501 – 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 or More Get a Quote

SafeSend™ combines the best of email, file sharing and client portal capabilities, in a single solution, right from within the Outlook interface. The Future of File Sharing is here!


  • Outlook plug‐in
  • NEW! Question‐Answer Authentication
  • Mobile Device Compatible
  • Send Link Transfer Method
  • Automated PDF Encryption Feature
  • Client Portal: Login Authentication
  • Client DropOff: No login required and 3GB size limit
  • Company‐wide Reporting
  • Unlimited clients, bandwidth and data transfer
  • Unlimited 30 day online storage
  • Unlimited support

Annual Price Per User

# of Users 30 Day Storage Unlimited Storage*
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


  • 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


Business Option (Free): Initial Setup Guide, Join Weekly Training Sessions, Basic User Guide

Enterprise Option ($350): Individual Setup, Customized Training Session, Recorded Version Training Session

Optional: Unlimited Storage*

This option requires an additional cost per user.

This option is not available for purchase through our online store. Please contact our Sales Department for certain pricing and assistance.


SignatureFlow® is the first to market E-Signature application designed specifically for the tax and accounting industry. Now IRS compliant for Form 8879!


  • E‐Sign any document anywhere, anytime
  • Document library to store user and firm-wide templates
  • Real-time Outlook reporting, tracking & reminders
    • Accounting specific and customizable
    • Search, filter and manage documents by engagement type,
      document type, tax year and partner
  • Unlimited Storage – Individual retention policies set for each
    document type
  • Firm branding for delivery of final signed documents to clients
  • Adobe EchoSign Pro Edition account (included FREE)

Sent for E‐Signature

(As of February 1, 2016)

Sending Form 8879 Using Knowledge Based Authentication (KBA):
Additional $1 per signer (i.e. Tax Payer & Spouse is an additional $2)

Technical Requirements

  • Operating Systems: Microsoft Windows Vista, Windows 7 or
    Windows 8
  • Internet connection
  • Internet Browser: Google Chrome, Firefox, Safari & IE 9 or higher
  • Microsoft .Net Framework 4.0
  • Terminal Server and Citrix Compatible

TicTie Calculate™ makes Acrobat accounting friendly and allows you to easily prepare paperless workpapers from scanned PDF files. Welcome to the digital world!

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

Annual Renewals

Billed at an additional $60 per license.


  • 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

Initial Purchase Price Per User

1-9 $184.00
10-24 $165.60
25-49 $147.20
50-99 $128.80
100+ $110.40
250+ Contact Us