Powerful Integrations that Automate Your Tax Practice
No more jumping through the hoops of dragging and dropping PDF files into SafeSend Returns. Instead, seamless, one-click integration to send completed tax returns directly from UltraTax CSTM or GoSystem Tax RSTM to SafeSend Returns.
Tight integration that enables digital printing of completed tax returns directly from UltraTax CSTM or GoSystem Tax RSTM to SafeSend Returns
Take the manual labor out of gathering, assembling, delivering and tracking completed tax returns while dramatically improving the client experience.
A calendaring system of payment dates, amounts due, and payees, as well as alerts and notifications to both the firm and the client.
An online dashboard providing real-time insight across all clients for categories including client delivery verification, 8879 e-sign status, client voucher and ES payment reminders, among many others. No more blind spots.