TaxReturns
3-4 minute automated assembly with K-1 distribution and payment processing.
Learn MoreSmart Features for Complete Tax Workflow Automation
ClientExperience
Unified portal with 97% KBA success rate, eSigning, no passwords, and reminders.
Learn moreNext Gen Gather AI
Automatically eSign engagement letters, questionnaires, AI-generated document request lists.
Learn moreeSignatures
eSign any document with batch processing and automated reminders.
Learn moreAPIConnections
Custom integrations with practice management, CRM, and accounting systems.
Learn moreSecureFile Transfer
Enterprise-grade security without passwords. Unlimited file sizes, accessible anywhere.
Learn MoreExtensions
Streamlined extension preparation with automated deadline tracking and client notifications.
Learn more
TicTie
CalculatePDF Tool
Digital calculator tapes, tickmarking, bookmarking, and cross-references for streamlined workflows.
Learn moreOrganizers
Convert static PDFs into digital, fillable forms with custom questionnaires.
Learn moreLetter Builder
Centralized template management with dynamic merge fields and bulk processing.
Learn moreSupercharge Your Entire Tax Workflow with SafeSend One
Reclaim 250+ Hours Every Busy Season
250+ hours back in your life during busy season—time for strategic work, family dinners, or maybe just sleep. The math is life-changing.
Learn More
Seamless, Easy Integration with Leading Tax Prep Software
No more jumping from tool to tool—work with the tech you have. Setting up SafeSend One is easy, too. Average implementation time is 3-4 hours.
Contact Our Sales TeamStreamline Tax Returns in Four Easy Steps
SafeSend One is the end-to-end solution for tax and accounting firms
- Gather
- Connect
- Preparation
- Delivery
Automate Tax Intake
- Engagement letters
- eSignatures
- Document sourcing
- Document request lists
- Custom questionnaires
- Real-time visibility into client completion status
Effortless Integrations
- Thomson Reuters UltraTax CS® & GoSystem® Tax RS
- CCH Axcess™
- Intuit Lacerte®
- Compatible with ProSystem fx® Tax
- Stripe and CPACharge
- APIs
- TaxCaddy
Simplify Prep and Review of Client Documents
- Digital calculator tapes
- Tickmarking
- Bookmarking
- Cross-references
- Page sign-offs
- eSign
Automate Tax Return Assembly and Delivery
- 3- to 4-minute return delivery
- Invoice and billing
- K-1 distribution
- Automated payment and signing reminders
- eSignatures
- Tracking and reporting for clients and firms
What’s Included?
Straightforward and simple pricing packages to address your firm's needs
Essential Gather
- Next Gen Gather AI
- Organizers
- eSignatures
- Secure File Transfer
- Client Portal
Essential Deliver
- Tax Returns
- eSignatures
- Extensions
- Secure File Transfer
- Client Portal
- In-Office eSign
TOP CHOICE
Premium
- Tax Returns
- eSignatures
- Extensions
- Secure File Transfer
- Client Portal
- In-Office eSign
- Next Gen Gather AI
- Organizers
- Letter Builder NEW
- API Connections
- TicTie Calculate PDF Tool
See How SafeSend One Works
Award-Winning Tax Automation Software
Firms Love it
% customer support satisfaction
Money Saver
$ k saved every 1,000 returns
The Efficient Choice
min. average time saved per return
High Adoption Rates
% of all eSignatures / e-file forms completed within 15 days
Best-In-Class Customer Support
sec. average support call wait time during busy season
Ready to streamline tax preparation for your firm and clients, all supported by a 96% client satisfaction track record?
Book a demoSafeSend One Saves Firms Over 800,000 Hours and $60 Million Per Year
Bob Fink
Honkamp, P.C.
Chief Information Officer
“I could not imagine staff picking up these manual tasks and having to click through these screens ever again. We’re not going back.”
Cindy Owens
Rehmann
Software Analyst
“[Next Gen Gather AI in SafeSend One] just makes the process so much easier. For our team to be able to see what we asked for and what clients submitted, it’s going to increase our efficiency by quite a bit. It’s a gamechanger.”
Melody Young
BMS, LLC Advisors & CPAs
Administrative Operations Manager
“If you’re even slightly thinking about SafeSend, I would jump in the deep end of the pool with no life vest. It’s super easy to learn, you have people walking you through everything, and it’s really simple to use. The customer service—within 20 minutes somebody gets back to you. The bottom line is you’re a fool if you don’t use SafeSend.”
Hear from industry experts and leaders about the latest developments in tax and accounting with our free webinars. You can even earn CPE credits, too.
See Webinar ScheduleGet our Busy Season Survival Guide
and discover the Challenges and Best Practices for Tax and Accounting Professionals
Download now
Schedule a free demo now
and see how SafeSend One will help you to save time and other resources