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SafeSend Returns

The easiest way to assemble, deliver, and e-sign completed tax return packages for both staff and clients.

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The Fastest Way to Deliver Tax Returns and Collect E-Signatures

Firms of all sizes know that using SafeSend Returns – the core of the SafeSend Suite – allows staff to eliminate labor-intensive, manual tasks associated with assembling, delivering, and collecting e-signatures on the prepared tax package. With this award-winning solution, you can alleviate stress on your staff, save time in the “last mile” of tax preparation, and fix 8879 e-sign frustration.

  • Streamlines the process of assembling, delivering, and e-signing
  • Eliminates blind spots, allowing you to follow the tax return through every step
  • Saves you time, money, and frustration
  • Incorporates the billing process, so you don’t have to chase tax prep payments
  • Intuitive client interface that walks your client through the process, step-by-step

Millions of Tax Returns Delivered

SafeSend Returns is trusted by large, medium, and small firms in the profession to automate the tax return delivery process and so much more. Tax and accounting professionals are the unsung heroes of the business world, advising and helping businesses grow. With SafeSend Returns, you can reclaim some of the precious time spent by automating manual tasks.

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SafeSend Returns is fully compatible with CCH Axcess Tax and ProSystem fx® Tax, Thomson Reuters GoSystem® Tax RS and UltraTax CS®, and Intuit Lacerte®.

Take Your Firm to the Next Level

SafeSend Returns is a revolutionary tax return assembly and delivery process in the market. An entirely unique solution that will leave you wondering, why has no one thought of this before?

Cost Effective

Firms lose thousands of dollars each year sending paper returns. With SafeSend Returns automation, you will save money by reducing the man hours and save the cost of supplies like paper, toner, and postage associated with mailing paper returns!

Time Saving

Automated tax return assembly and delivery can save your firm precious hours each tax season. What will you do with all the extra time SafeSend Returns affords you?

Happier Employees

Comprehensive reporting, tracking, automated K-1 distribution and Form 8879 e-sign means your staff is not hurried, less stressed and free to grow with higher level projects.

Best Client Experience

Clients love SafeSend Returns ease of use and Form 8879 e-sign, but quarterly reminders for payment vouchers and electronic K-1s sent to shareholders/partners can make them clients for life.

Help Other Firms Ditch the Manual Tasks in Assembly, Delivery, and E-Signing

All firms need a good technology solution that can scale quickly and facilitate working remotely. No one has the time to take on lengthy due diligence efforts, or stumble through trial-and-error cycles.

Reduce the technology curve for your professional peers by introducing them to SafeSend Returns and help them revolutionize the way they handle the back-end of the tax preparation process!

Program Conditions

Both the referring firm and their referral will receive twenty (20) delivered tax return packages within SafeSend Returns upon completion of the new firm’s initial purchase of 250 minimum package quantity. The new firm must use one of the following SafeSend Returns compatible tax software programs: CCH Axcess or ProSystem fx®, Thomson Reuters UltraTax CS® or GoSystem® Tax RS, or Intuit Lacerte®.