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Client / Taxpayer Education for Using SafeSend Solutions

Both tax professionals and clients find it is easy to use SafeSend Solutions. Elevate the entire tax engagement process on the front-end and back-end by implementing the SafeSend Suite and SafeSend Exchange. Browse the helpful resources below to get started.

“This is a great system that you have adopted! It provided huge convenience to us, which is much appreciated.”

Nancy SClient of Dave Morgan, CPA

SafeSend Suite

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:

Resources

SafeSend Exchange

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