SafeSend One Secure File Transfer
Safe, Simple Document Exchange
Share files safely and easily with the No. 1 trusted document exchange solution for tax and accounting professionals.
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Key Features
Sharing files has never been easier or more secure, for clients and firms. SafeSend One’s Secure File Transfer feature makes document exchange simple and safe, and with the added convenience of a Microsoft® Outlook® web add-in.
No Passwords
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.
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.
Quick Access Drop-Off Links
Generate unique links for clients to easily share files, instead of asking them to navigate complicated systems and processes.
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.
Restricted Access Options
Control who sees what with flexible permissions and access settings for added security.
No Outlook Plug-In Updates Necessary
Enjoy a smooth experience without the constant need for software updates or additional plug-ins.
Single-Firm Admin
Manage all of your secure file transfers from one place, streamlining user management and administration.
Access On Any Device, Anywhere
You and your clients can securely exchange documents from any device, and from any location on the planet.
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.
This Could Be You
Firms are raving about Secure File Transfer.
Dalton Sweaney
Gray, Salt & Associates, LLP
“It brought everybody's workload down... I almost increased my work capacity by 50%.”
Robert Jones
RC Jones & Associates Inc.
“It’s secure. It’s easy to use for all aspects of our client base. From the young to the old, it’s easily navigated. It’s not hard to understand.”
Scott Gasquoine
KBCA LLC Accountants & Advisors
"The numbers don’t lie… I’m working about five to 10 hours a week less."
Automation That Makes Taxes Easier for Clients and Firms
There's much more to SafeSend One than Secure File Transfer. Check out some of its other features.
Tax Returns
With its best-in-class automation, SafeSend One delivers returns in 3 to 4 minutes. You’ll save 15 minutes on every return, and you’ll save $12,000 every 1,000 returns.
Next Gen Gather AI
SafeSend One's AI tool makes the gathering phase easy. You won't have to painstakingly chase down files or documents through ill-received phone calls and emails to clients ever again.
Signatures
Get everything signed digitally, in parallel or sequential order. It makes taxes even easier for clients. And SafeSend One takes care of old-schoolers, too, making in-office eSign possible – and easy.
Unrivaled Client Experience
Make your clients clients for life with SafeSend One’s easy-to-use platform. The intuitive user experience is consistent throughout with guided processes that eliminate client frustration every step of the way.
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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
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SafeSend One is compatible with the following tax software programs: CCH Axcess™ or ProSystem fx®, Thomson Reuters UltraTax CS® or GoSystem® Tax RS, or Intuit Lacerte®.