SafeSend Integrated Technology Partners
Take full advantage of SafeSend’s cloud-based solutions, digital workflow technology, and a modern, high-end client experience when you combine powerful automation with our integrated technology partners.
Thomson Reuters: UltraTax CS® and GoSystem Tax® RS
For tax and accounting professionals using UltraTax CS or GoSystem Tax RS for compliance, integrating the SafeSend Suite will redefine the way you run your tax practice. The partnership between Thomson Reuters and SafeSend allows you to automate the tax engagement at every client touchpoint, eliminate manual and labor-intensive tasks, and provide a superior client experience! SafeSend is a Thomson Reuters Preferred Partner.
Saves processing time, saves paper, saves postage and is easy to use for the client with quick delivery!”
Lori E.Firm Administrator at Kirsch CPA Group
Seamless Integration
Direct integration provides seamless, one-click integration of the completed tax return from UltraTax CS or GoSystem Tax RS to SafeSend Returns through digital printing. From there, SafeSend Returns takes the manual labor out of gathering, assembling, delivering, collecting e-signatures, and tracking completed tax returns – all while dramatically improving the client experience.
Firm Benefit
Using the direct integration from UltraTax CS or GoSystem Tax RS to SafeSend Returns allows your firm to standardize workflow, eliminate manual drag-and-drop steps previously required, and work more effectively and confidently.
Client Benefit
SafeSend Returns is an award-winning solution that has redefined the way accounting firms digitally assemble, deliver, and capture e-signatures for completed tax returns. The intuitive, step-by-step user interface makes it easy for your clients to complete their tasks, so you can file!
Schedule a live demo to see the streamlined integration in action.
SurePrep: TaxCaddy
The integration of two award-winning solutions equals a truly digital tax engagement process. Old paper-based methods are costly, outdated, and inefficient. Transform the way tax returns move through your tax department, from client organizers to assembly and delivery with TaxCaddy and SafeSend Returns.
Smart Integration
The combination of SafeSend Returns and TaxCaddy provides the most streamlined 1040 process in the tax and accounting profession. SafeSend Returns and TaxCaddy ensure forward-thinking firms are truly digital!
Firm Benefit
Take advantage of automation at every step of the 1040 tax preparation process – gather, prepare, review, and deliver/file – and provide your clients the most intuitive and engaging online experience.
Client Benefit
SafeSend Returns is an award-winning solution that has redefined the way accounting firms digitally assemble, deliver, and capture e-signatures for completed tax returns. The intuitive, step-by-step user interface makes it easy for your clients to complete their tasks, so you can file!
Schedule a live demo to put automation technology to work for you.