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The SafeSend Suite

Automate Every Client Touchpoint of the Tax Engagement Process Including Engagement Letters, Organizers, Return Assembly/Delivery, E-sign, and Extensions

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Harness the Power of Automation with the SafeSend Suite

The SafeSend Suite offers tax and accounting professionals a simple way to address tedious tasks at every client touchpoint across the tax engagement. Automate the manual work often associated with the back and forth of client communication through each season of the tax year!

The core of the suite, SafeSend Returns, is a multi-year winner of the CPA Practice Advisor Technology Innovation Award. SafeSend Returns eliminates the manual, labor-intensive elements that many tax departments experience during the “last mile” of producing client-ready complete tax returns.

Learn more about the power of implementing the SafeSend Suite in a live webinar. Register Now

SafeSend Tax Engagement Life Cycle

Tax Engagement Life Cycle

Eliminate the Frustration During Client Touchpoints

With more than sixty percent of the Top 400 firms using SafeSend Returns, the core product within the suite, we have heard from many tax departments about the frustration felt by admins at every step of the tax engagement. The SafeSend Suite offers powerful functionality to tax and accounting professionals to address those pain points!

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Ready to invest in this powerful suite of automation solutions? View Pricing.

SafeSend Returns: Assembly, Delivery & E-Signing of Prepared Returns

SafeSend Returns automatically groups, assembles, and prepares the transmittals, e-file authorization forms, payment vouchers, tax returns,
K-1s and the invoice for electronic delivery and presentation.

Learn more about SafeSend Returns

SafeSend Returns is not only beneficial to your staff and firm, but you can rest easy knowing that your clients will have no problem transitioning to this innovative solution. SafeSend Returns presents information to the client in a logical, step-by-step process that is intuitive – just like the tax professional was there in-person! Plus, your clients can complete everything on any device, from anywhere in the world.

Clear pricing options with volume discounts, allow you to choose the level that is right for you and make SafeSend Returns a smart investment for your firm.

View SafeSend Returns pricing.

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

SafeSend Returns in Action

Organize the Prepared Return PDF

SafeSend Returns automatically groups, assembles, and prepares the transmittals, e-file authorization forms, payment vouchers, tax returns, K-1s and the invoice for electronic delivery and presentation.

One-Click Tax Return Delivery

With a single click of the mouse, the tax return is securely delivered to the client and presented with clear, easy-to-follow instructions.

Client Review & E-Sign

Once received, the client can quickly and easily review, e-sign, and return their e-file forms with an integrated payment feature that eliminates the need to spend time on payment collection.

Tracking & Reporting

SafeSend Returns reporting feature keeps all information for each client right at your fingertips. Allowing you to track each return every step of the way.

“You guys ROCK! Your support team, your development team, your products, everything. Thank you. It’s a breath of fresh air with all of the different vendors I deal with.”

Merinda BrattonIT at Grimbleby Coleman CPAs

2016 Innovation Award

2017 Innovation Award

2020 Innovation Award

SafeSend Signatures: E-Signing Beyond the Tax Return

SafeSend Signatures extends your e-sign capabilities beyond tax returns to all document types. It is designed for sending one-off documents such as engagement letters, consent forms, or any other document requiring a signature. SafeSend Signatures leverages our SignatureFlow technology, allowing you to mail merge and batch process thousands of engagement letters at the click of a button. Support bulk engagement letters and other bulk e-signature needs with the batch processing and mail merge capabilities within SafeSend Signatures.

You can streamline reporting and tracking of documents that require a signature and, since SafeSend Signatures is part of the SafeSend Suite, offer staff and clients a familiar and intuitive experience.

View SafeSend Suite pricing.

SafeSend Signatures is part of the SafeSend Suite. It cannot be licensed separately. Schedule a demo to learn more.

SafeSend Organizers: You Asked, We Delivered

Streamline the collection process of organizer information through SafeSend Organizers. Our simple tool converts static PDF organizers  from your tax compliance software to a fillable form that you can send directly to your client!

View SafeSend Suite pricing.

SafeSend Organizers is part of the SafeSend Suite. It cannot be licensed separately. Schedule a demo to learn more.

SafeSend Organizers Overview

SafeSend Extensions: Send Extension Packages in Minutes

SafeSend Extensions allows firms to batch process and digitally send their clients an extension package in less than three minutes. SafeSend Extensions automates the delivery of documents for review, collects signatures if required, provides payment options for vouchers by various taxing authorities, and allows staff to track where clients are in the extension package process.

Firms and clients appreciate the standard experience across the SafeSend Suite platform, making adoption of the process easy.

SafeSend Extensions is part of the SafeSend Suite. It cannot be licensed separately. Schedule a demo to learn more.

It Is Time to Make the Client Touchpoints of the Tax Engagement Faster, Easier, and More Enjoyable!

1. Schedule a Demo

2. Implement SafeSend Suite

3. Make Staff and Clients Happy

Schedule a demo

What Tax and Accounting Professionals are Saying About the SafeSend Suite

  • “We are very pleased with this software. Might be the best software addition we have made in the 13 years I have been at the firm.”

    Jamie BickfordNovotny CPA Group

  • “We have several clients that travel during the tax season or even live overseas. So, having the ability to securely send their tax returns has been a game changer for us.”

    Michiko MataBoldt Carlisle Smith CPA

  • “We felt very fortunate to have had this system in place this year as it greatly enhanced our ability to work remotely.”

    Peter OrdelheideJDS Professional Group