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Letter Builder

Engagement letters made simple

Centralize templates, automate client details, and generate hundreds of letters in minutes.

Letter Builder interface

Smart Features for Streamlined Letter Creation

Template library screen

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.

Dynamic merge fields interface

Dynamic Merge Fields

Automatically populate client names, service types, and engagement details. Create personalized letters without manual typing or copy-paste errors.

Bulk generation options

Bulk Letter Generation

Generate hundreds of engagement letters simultaneously with CSV import. Send entire batches for eSignature in one click.

Access Control

Access Control

Control who edits and who sends with role-based access. Assign permissions to ensure consistency, compliance, and prevent unauthorized edits.

Seamless Integration

Seamless Integration

No more platform jumping. Letters created in Letter Builder flow directly into SafeSend One’s eSignature and client delivery workflows.

Audit Trail

Audit Trail

Track every edit with a detailed audit trail. Know exactly who changed what and when, ensuring complete transparency and accountability across your team.

Unlock the Full Power of SafeSend One

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.

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Want It All? Go Premium!

Letter Builder is exclusive to SafeSend One's premium tier

From Intake to Delivery

Premium

END-TO-END AI-Powered PRIORITY SUPPORT
  • Tax Returns
  • eSignatures
  • Extensions
  • Secure File Transfer
  • Client Portal
  • In-Office eSign
  • Next Gen Gather AI
  • Organizers
  • Letter Builder NEW
  • API Connections
  • TicTie Calculate PDF Tool

How SafeSend One Works

Award-Winning Tax Automation Software

Firms Love it

% customer support satisfaction

Money Saver

$k saved every 1,000 returns

The Efficient Choice

min. average time saved per return

High Adoption Rates

% of all eSignatures / e-file forms completed within 15 days

Best-In-Class Customer Support

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?

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