Why Choose Safesend
Automate Every Client Touchpoint in the Entire Tax Engagement
Why choose the SafeSend Suite and other products?
- Market leader in automating client touchpoints throughout the entire tax engagement
- Multi-year winner of the CPA Practice Advisor Technology Innovation Award
- Continuous focus on innovation to make YOUR job easier and faster
- Fast to implement and train staff
- Intuitive and easy to use for both the tax professional and client
“We started using SafeSend Returns for extensions this year and I have gotten nothing but good feedback from clients. It takes next to no time to process a return, I only need one client email address, the return is available to the client for 7 years and I can easily resend the link for them. Plus, reminders are sent for any payments due and the clients find it really easy [to use].
As the only admin staff in our office, I usually do not like software changes but this is a software I pushed for the last year and I am excited to implement it fully this upcoming tax season.”
Jamie BickfordNovotny CPA Group
Additional SafeSend Resources
We understand your hesitation; technology solutions require a monetary investment and an element of change management in your firm. It is smart to learn all you can before implementing a solution. That is why we have provided the free resources below to help you in your research.
- Guide to Using Lean Six Sigma to Make Software Decisions (Boomer Consulting, Inc. & SafeSend)
- New Normal Best Practices (SafeSend)
- Survive & Thrive During Tax Season (SafeSend)