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 CS® or GoSystem® Tax RS to SafeSend Returns.
Tight integration that enables digital printing of completed tax returns directly from UltraTax CS® or GoSystem® Tax RS 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.