eSign Any Document
Make things even faster and easier with the ability to sign anything digitally.
Sign Any Document Digitally
Smart Features for Digital Signature Management
Get Stuff Done in Bulk
Sending out thousands of engagement letters at once? No problem! With eSignatures’ batch processing and mail-merge capabilities, you can handle thousands of signings at once.
Simplified Client Reporting and Tracking
Since it’s part of SafeSend One, everything you ask your clients to sign is conveniently located and centralized within the platform.
Automated Signing Reminders
Forget chasing down clients about deadlines. SafeSend One automatically sends alerts and notifications for you, keeping them on track and on time.
Parallel or Sequential eSigning
Authenticate digital signatures in any order you need. Have multiple parties sign simultaneously or set up a specific signing sequence—whatever your engagement requires.
Conditional eSigning
Streamline workflows by setting up signature conditions that must be met before clients can proceed. This supports including Form 7216 consents within engagement letters, simplifying the process of obtaining required authorizations while maintaining a seamless client experience.
In-Office eSign
Got old-school clients who still prefer signing in person? SafeSend One has you covered, providing functionality for eSigning at your office.
A Better Tax Engagement
As part of SafeSend One, the eSignatures feature offers the same guided processes with that familiar look and intuitive feel. Your clients will be able to seamlessly transition from each stage of the tax process.
Supercharge Your Signature Workflows with SafeSend One
Password-Free Convenience
No more “I can’t remember my password” calls during busy season. With a 97% KBA success rate, clients sign documents instantly without creating usernames or passwords—just click, authenticate, and done.
Learn MoreExceptional Completion Rates
A 94% completion rate within 15 days means your signatures get done, without you you having to follow up for weeks.
Seamless Integration
Documents are sent directly to eSign once your review is complete. No exporting, no switching platforms—just smooth handoff from preparation to signing.
Want It All? Go Premium!
Letter Builder is exclusive to SafeSend One's premium tier
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
Award-Winning Tax Automation Software
Produces Results
% of all eSignatures/e-file forms completed within 15 days
Firms Love It
% customer support satisfaction
Responsive Support
min. median support wait time on chat during busy season
The Best of the Best
% of Top 100 firms use SafeSend One
Schedule a free demo now
and see how SafeSend One will help you to save time and other resources
Much More Than Just an eSign Solution
How SafeSend One delivered for Gray, Salt & Associates, LLP (GSA) & Strategic Business Advisors on so many levels.
Download now