
Centralized Template Library
Bring all your existing engagement letters into one organized, secure location. Upload current templates, create new ones, and never hunt through desktop folders again.
Bring all your existing engagement letters into one organized, secure location. Upload current templates, create new ones, and never hunt through desktop folders again.
Automatically populate client names, service types, and engagement details. Create personalized letters without manual typing or copy-paste errors.
Generate hundreds of engagement letters simultaneously with CSV import. Send entire batches for eSignature in one click.
Control who edits and who sends with role-based access. Assign permissions to ensure consistency, compliance, and prevent unauthorized edits.
No more platform jumping. Letters created in Letter Builder flow directly into SafeSend One’s eSignature and client delivery workflows.
Track every edit with a detailed audit trail. Know exactly who changed what and when, ensuring complete transparency and accountability across your team.
Letter Builder is just one feature included in SafeSend One’s premium package. Take a look at what else the platform can help your firm do.
Learn moreNext Gen Gather Al shortens the first mile of the tax process with automated DRLs and organization of materials, real-time client completion status, and automated deadline reminders.
Fully integrate SafeSend One with your firm’s existing technology through APIs. Your automation and efficiency will level up thanks to customizable APIs and webhooks.
Letter Builder is exclusive to SafeSend One's premium tier
% customer support satisfaction
$k saved every 1,000 returns
min. average time saved per return
% of all eSignatures / e-file forms completed within 15 days
sec. average support call wait time during busy season
Ready to streamline tax preparation for your firm and clients, all supported by a 96% client satisfaction track record?
and see how SafeSend One will help you to save time and other resources
and discover the Challenges and Best Practices for Tax and Accounting Professionals
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