Awards & Tools

SafeSend Returns™ Announces Support of Intuit Lacerte® Prepared Tax Returns

By August 20, 2020 August 31st, 2020 No Comments
Intuit Lacerte
Intuit Lacerte

SafeSend Returns Provides Automation of Assembly

Delivery, and e-Sign to Firms Using Lacerte for Tax Prep

SafeSend Returns™, the award-winning automated electronic assembly & delivery system from SafeSend, announced support of Intuit Lacerte® prepared tax returns. The initial release is fully compatible with 1040, 1041, 1120, 1120s, and 1065 forms. Firms utilizing the Intuit Lacerte tax solution can now deploy SafeSend Returns to their tax preparation teams to reduce final assembly and delivery time to just four minutes or less. With the addition of Lacerte, SafeSend Returns now supports:

  • Intuit Lacerte®
  • CCH Axcess™
  • CCH ProSystem fx®
  • Thomson Reuters UltraTax CS®
  • Thomson Reuters GoSystem® Tax RS

SafeSend Returns is the only solution that provides accounting firms with an automated, centralized, and standardized way to assemble and deliver tax return packages digitally, eliminating manual time and labor by the firm’s staff and providing the best client experience on the market. SafeSend Returns provides the most streamlined tax return assembly & delivery process in the tax and accounting profession for both individual and business returns.

Feature highlights include auto-collation & assembly, an intuitive and user-friendly client interface including: e-signatures for 8879s, estimated payment (ES) coupon presentment, ES payment options, email reminders for estimate payments, electronic K-1 distribution to shareholders/partners, and tax preparation fee invoices with direct payment option.

Steve Dusablon, CEO and co-founder of SafeSend, commented, “Lacerte is a sophisticated tax prep solution trusted by firms of all sizes across the country, so adding SafeSend Returns support was the clear next step in our growth. We understand that with Lacerte’s unique combination of tax prep tools and the power of SafeSend Returns, tax departments will transform their workflows by eliminating manual labor and saving time.” He continued, “This year has been like no other. Rules, business norms, and operations have shifted almost overnight forcing tax and accounting professionals to make sweeping changes amidst a chaotic tax season. We’re proud of how SafeSend Returns provides these professionals with peace of mind and their clients with the best experience.”

Built on an innovative platform, SafeSend Returns has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. The single solution increases firm workflow efficiency, elevates client service, and mitigates security risks, all while driving down the total cost of delivering completed tax returns and capturing e-signatures. SafeSend Returns is also a fully cloud-based solution, so staff can work from anywhere, and clients can be served remotely. SafeSend Returns eliminates the manual, labor-intensive elements many tax departments experience producing client-ready tax returns, all while dramatically improving the client experience.

With more than fifty percent of the Top 300 accounting firms relying on SafeSend Returns, it is the preferred tax return assembly and delivery solution of progressive firms. Schedule a demo of SafeSend Returns and learn more about the new support of tax returns prepared with Intuit Lacerte.

About SafeSend®
SafeSend’s mission is to accelerate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and better serve their clients. Progressive CPA firms and tax practitioners rely on our unique and robust solutions to make their lives easier and their work more enjoyable.

SafeSend offers several foundational technology solutions for the accounting profession. Our flagship offering, SafeSend Returns™ is a multi-year winner of the Accounting & Tax Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate™, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend™, the complete bi-directional file exchange system. Visit safesend.com to learn more about our digital solutions. ###

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