Automated Tax Workflow,
From Intake Through Delivery

Book a demo

Smart Features for Complete Tax Workflow Automation

TaxReturns

3-4 minute automated assembly with K-1 distribution and payment processing.

Learn More

ClientExperience

Unified portal with 97% KBA success rate, eSigning, no passwords, and reminders.

Learn More

Next Gen Gather AI

Automatically eSign engagement letters, questionnaires, AI-generated document request lists.

Learn More

eSignatures

eSign any document with batch processing and automated reminders.

Learn More

APIConnections

Custom integrations with practice management, CRM, and accounting systems.

Learn More

SecureFile Transfer

Enterprise-grade security without passwords. Unlimited file sizes, accessible anywhere.

Learn More

Extensions

Streamlined extension preparation with automated deadline tracking and client notifications.

Learn More

TicTie
CalculatePDF Tool

Digital calculator tapes, tickmarking, bookmarking, and cross-references for streamlined workflows.

Learn More

Organizers

Convert static PDFs into digital, fillable forms with custom questionnaires.

Learn More

Letter Builder

Centralized template management with dynamic merge fields and bulk processing.

Learn More

Supercharge Your Entire Tax Workflow with SafeSend One

Reclaim 250+ Hours Every Busy Season

250+ hours back in your life during busy season—time for strategic work, family dinners, or maybe just sleep. The math is life-changing.

Learn more

Support That Really Supports You

27-second average wait time during busy season, with 96% customer satisfaction.

Scale Without the Growing Pains

Cloud-native scalability with no user limits means your firm can handle more clients—no new hires required.

Seamless, Easy Integration with Leading Tax Prep Software

Thomson Reuters UltraTax CS® & GoSystem® Tax RS CCH Axcess™ & ProSystem fx® Intuit Lacerte®

No more jumping from tool to tool—work with the tech you have. Setting up SafeSend One is easy, too. Average implementation time is 3-4 hours.

Contact Our Sales Team

Streamline Tax Returns in Four Easy Steps

SafeSend One is the end-to-end solution for tax and accounting firms

Gather
Connect
Preparation
Delivery

Automate Tax Intake

Engagement letters
eSignatures
Document sourcing
Document request lists
Custom questionnaires
Real-time visibility into client completion status

Effortless Integrations

Thomson Reuters UltraTax CS® & GoSystem® Tax RS
CCH Axcess™
Intuit Lacerte®
Compatible with ProSystem fx® Tax
Stripe and CPACharge
APIs
TaxCaddy

Simplify Prep and Review of Client Documents

Digital calculator tapes
Tickmarking
Bookmarking
Cross-references
Page sign-offs
eSign

Automate Tax Return Assembly and Delivery

3- to 4-minute return delivery
Invoice and billing
K-1 distribution
Automated payment and signing reminders
eSignatures
Tracking and reporting for clients and firms

Next Gen Gather AI
Organizers
eSignatures
Secure File Transfer
Client Portal

Tax Returns
eSignatures
Extensions
Secure File Transfer
Client Portal
In-Office eSign

TOP CHOICE

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

Contact Our Sales Team

See 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?

Book a demo

SafeSend One Saves Firms Over 800,000 Hours and $60 Million Per Year

Bob Fink

Honkamp, P.C.
Chief Information Officer

"I could not imagine staff picking up these manual tasks and having to click through these screens ever again. We're not going back."

Cindy Owens

Rehmann
Software Analyst

"[Next Gen Gather AI in SafeSend One] just makes the process so much easier. For our team to be able to see what we asked for and what clients submitted, it's going to increase our efficiency by quite a bit. It's a gamechanger."

Melody Young

BMS, LLC Advisors & CPAs
Administrative Operations Manager

"If you're even slightly thinking about SafeSend, I would jump in the deep end of the pool with no life vest. It's super easy to learn, you have people walking you through everything, and it's really simple to use. The customer service—within 20 minutes somebody gets back to you. The bottom line is you're a fool if you don't use SafeSend."