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Firm & Client Resources for SafeSend Solutions

If you are new to SafeSend or a long-time customer, we have resources to help you every step of the way. Browse options below for firms and clients.

Why SafeSend

Discover why firms of every size are implementing SafeSend Solutions into their workflow, including more than fifty percent of Top 300 firms! Review and download case studies, helpful white papers, and interesting infographics

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Webinars & Events

Explore live product webinars (with free CPE credit), an archive of past sessions, and our calendar of professional events. We are ready to help firms automate every client touchpoint throughout the tax engagement process

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Firm Education

Get new or current staff up-to-speed with SafeSend Solutions through a variety of free live training throughout the year. Also, download helpful resources for communicating the features and benefits of SafeSend Solutions to your clients

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Client Education

Share detailed tutorials and guides with your clients, directly from our website or download and email for a personal touch. Help your clients easily get started so your both spend less time on taxes and more time on fun

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Supported Tax Systems

Leverage the power of the SafeSend Suite with your tax compliance solution and unlock the true potential of automation. SafeSend Returns is fully compatible with CCH Axcess, ProSystem fx®, Thomson Reuters GoSystem® Tax RS, Thomson Reuters UltraTax CS®, and Intuit Lacerte®

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Technology Partners

Learn more about how firms and clients benefit from SafeSend’s partnership with key integrated technology partners in the tax and accounting profession. Through ongoing collaboration and seamlessly integrated technology, we are pushing the profession forward

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Explore the System that is Redefining the Tax Engagement Process

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.

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