No Password Required
Best-in-class security and ease-of-use without log-in credentials—that’s what Secure File Transfer gives your clients. They can send and receive files without the hassle of creating accounts and managing passwords.
Safe, Simple Document Exchange
Smart Features for Secure Document Management
Encrypted Messaging
All messages sent through Secure File Transfer—with or without files—are encrypted with custom authentication through the web add-in.
Limitless Large File Transfers
Share files without having to worry about reaching a subscription-level cap or paying extra for more space.
Client Drop Box
Provide clients with a simple and secure way to upload documents directly to your firm.
Comprehensive Folder Management
Get a clear view of files with foldering options that make document organization a breeze.
Detailed History Reporting
Keep track of all uploads, downloads, and access points with easy-to-read history reports.
Flexible Access Controls
Control who sees what with flexible permissions and access settings for added security.
Single-Firm Admin
Manage all of your secure file transfers from one place, streamlining user management and administration.
Quick Access Drop-Off Links
Generate unique links for clients to easily share files, instead of asking them to navigate complicated systems and processes.
Supercharge Your Document Workflows with SafeSend One
Access From Anywhere, Anytime
Your clients can securely exchange documents from any device, anywhere in the world. Whether they’re at home on a laptop or traveling with just their phone, file sharing never stops.
Microsoft Outlook® Integration
Seamlessly send secure files directly from your existing email workflow with our Outlook web add-in. No need to switch platforms or change how you already work—just enhanced security.
Easier On Everyone
Your clients will love you for making document exchange easier through Secure File Transfer. As part of SafeSend One, the feature has the same interface and guided processes as the rest of the platform, with the same intuitive look and feel.
Award-Winning Tax Automation Software
Tried and True
mil.+ tax returns processed
Fast
min. average return delivery time
Money Saver
K saved every 1,000 returns
Real Support
sec. average support call wait time during busy season
Schedule a free demo now
and see how SafeSend One will help you to save time and other resources
Everything In One Place
Find out how one of Alabama's biggest firms exponentially simplified the tax process for their clients, while shortening deadline workweeks to 55 hours or less at the same time.
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