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SafeSend One

The end-to-end solution for tax and accounting firms

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SafeSend One™ automates the entire tax process, from gathering to delivery, offering firms an all-in-one solution to provide an unrivaled client experience. A secure and easy-to-use product for engagement letters, file transfers, organizers, eSignatures, and tax return assembly and delivery, now with a new and innovative AI-driven gathering capability.

SafeSend One: Gather, Connect, Preparation, Delivery

Gather

Automate the first mile of the tax return process

  • Send engagement letters individually or in batches
  • eSignature on any document
  • Send digital fillable organizers
  • Transfer documents back and forth without username/password
  • AI and manually created document request lists
  • Custom questionnaires
SafeSend One engagement letter
SafeSend One digital fillable organizer
SafeSend One digital fillable organizer
SafeSend One document request list

Connect

Seamless integrations with leading tax vendors and API connections

  • Tax software integrations
    • Thomson Reuters UltraTax CS® & GoSystem® Tax RS
    • CCH Axcess™
    • Intuit Lacerte®
  • Compatible with ProSystem fx® Tax
  • Stripe payment processing
  • TaxCaddy™
  • Numerous API endpoints
Intuit, Lacerte Thomson Reuters, UltraTax C S, GoSystem Tax RS CCH Axcess

Preparation

Streamline the preparation and review of client documents

  • Digital calculator tapes
  • Tickmarking
  • Bookmarking
  • Cross references
  • Preparer/Reviewer page sign-offs
  • Send documents directly for eSign
SafeSend One digital calculator tapes

Delivery

Automated recognition and delivery of client materials

  • 3- to 4-minute return delivery
  • Firm invoice and billing
  • Link payment processor
  • K-1 distribution, electronic or manual download
  • Automated payment and signing reminders
  • Tracking and reporting (client and internal)
SafeSend One
SafeSend One
SafeSend One

Unrivaled Client Experience

Erase client frustration every step of the way

SafeSend One: Unrivaled Client Experience
  • 97% KBA success rate across all age groups
  • Easy step-by-step completion processes
  • No client account creation, username, or passwords
  • Make tax payments online or download vouchers
  • Automated tax payment reminders
  • Secure document forwarding
  • And more

Get Started

Join 70% of America's Top 100 firms in using SafeSend One and save $12,000 every 1,000 returns.

Save time and other resources while addressing common pain points:

  • Get signed 8879s back fast
  • Better engage clients during gathering phase
  • Increase completion rates with digital, fillable tax organizers
  • Assemble and deliver all return types
  • Automate signature and payment reminders
  • Distribute K-1s electronically
  • And more
SafeSend One = Growth

Schedule my demo today