SafeSend One
The end-to-end solution for tax and accounting firms
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.
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
Connect
Seamless integrations with leading tax vendors and API connections
- Tax software integrations
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- Thomson Reuters UltraTax CS® & GoSystem® Tax RS
- CCH Axcess™
- Intuit Lacerte®
- Compatible with ProSystem fx® Tax
- Stripe payment processing
- TaxCaddy™
- Numerous API endpoints
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
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)
Unrivaled Client Experience
Erase client frustration every step of the way
- 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.
SafeSend One
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
