Drastically reduce the time-consuming, tedious, and difficult parts of the tax process, and win over your clients for life with SafeSend One’s award-winning automation.
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With its easy-to-use interface and intuitive, guided processes, SafeSend One empowers your firm to deliver clients a best-in-class tax engagement.
SafeSend One’s knowledge-based authentication system is peerless in the tax and accounting industry.
Clients can make tax authority payments online or via print (voucher management).
Partners and shareholders receive their K-1s digitally.
Say goodbye to hounding clients about deadlines. With SafeSend One, they’ll get alerts about those important dates automatically.
With no username or password required, and with a similar look and feel throughout the entire platform, SafeSend One makes the whole tax process easy – and not just for the digitally savvy. Nearly 50 percent of all SafeSend One taxpayers are 55+.
SafeSend One allows your clients access to important documents and records for up to seven years.
Clients can easily share their screens with firms via SafeSend One, making the once-daunting tax process even simpler.
Hear directly from our customers about the unrivaled client experience SafeSend One has helped them provide their clients.
President and Founder
RC Jones & Associates Inc.
“My older clients needed to be able to use it, my younger clients trust it, and my staff love it. SafeSend was that tool.”
Chief of Staff
Robert W. Morris & Company P.C.
“For someone who might be not comfortable with technology, SafeSend is much easier because it’s all in one. There's no, ‘OK, you're going to do this part here, but then you're going to go to this program and send this for signature there.’”
Partner
Sikich LLP
“SafeSend One gave us a simple solution to what was a convoluted process. There is genius in the simple things.”
Complicated document management, scattered workflows, and cumbersome login credentials are among the very worst pain points clients face throughout the tax process. But organization is easy with Client Portal, allowing clients to collect important documents and tasks all in the same place within a single, secure access point.
Use SafeSend One and start giving your clients what they crave – a simple, streamlined tax process.
From automated notifications for important deadlines to digital K-1 distributions, SafeSend One eliminates friction for your clients, meaning they won’t be fielding as many calls from you.
SafeSend One's AI tool makes the gathering phase easy. You won't have to painstakingly chase down files or documents through ill-received phone calls and emails to clients ever again.
SafeSend One gives your clients secure document exchange without putting them through the hassle of creating usernames or passwords. No more juggling logins or having to reset credentials. It's security with the cumbersome processes.
SafeSend One makes it possible for your clients to complete the entire tax process digitally. Your firm can collect all those critical signings electronically, in parallel or sequential order, as well as via the old-school approach with in-office eSign.
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:
SafeSend One is compatible with the following tax software programs: CCH Axcess™ or ProSystem fx®, Thomson Reuters UltraTax CS® or GoSystem® Tax RS, or Intuit Lacerte®.
