Client / Taxpayer Education for Using SafeSend Solutions
SafeSend Suite has redefined the way tax and accounting firms handle client touchpoints through the entire tax engagement, while providing an easy-to-use interface for the taxpayer.
The SafeSend Suite includes:
- SafeSend Returns
- SafeSend Signatures
- SafeSend Organizers
- SafeSend Extensions
- SafeSend Returns: 1040 User Experience
- SafeSend Returns: Entity Taxpayer Experience with K-1 Distribution
- SafeSend Organizers: Taxpayer Experience
- SafeSend Signatures: E-signing Documents
SafeSend Exchange is the only document and file delivery solution that offers a client portal, file sharing system, and automated PDF encryption all in one application with direct Microsoft® Outlook® integration.
“I love the new electronic procedure. The process was simple and straight forward.”
Gerald K.Client of Dixon Hughes Goodman