SafeSend Returns™ + TaxCaddy

Integration of two award – winning solutions equals a truly digital gathering, assembly and delivery tax process. The old paper-based processes are costly, outdated and inefficient. We are transforming the way tax returns are completed and moving the needle on true automation.

Award Winning Developers Integrate Programs to Improve the Tax Return Process

SafeSend Returns combined with the Unique Gathering Technology

of TaxCaddy is a Game-Changer…

Users of both systems will completely eliminate the paper organizer while delivering to clients a digital return

See it in Action


The integrated combination of SafeSend Returns and TaxCaddy provides the most streamlined 1040 process in the tax and accounting profession.


The solutions take the manual labor out of gathering, assembling, delivering and tracking tax returns while dramatically improving the client experience.


A calendaring system of payment dates, amounts due, and payees, as well as alerts and notifications to both the CPA and the client on status of filing.


The online dashboard alone provides visibility and insights to accounting firms that have traditionally been huge blind spots in the client relationship.

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

SafeSend Returns and TaxCaddy Ensure Forward-Thinking Firms are Truly Digital

CPA Practice Advisor Magazine’s Technology Innovation Award

SafeSend Returns, a cPaperless product, is the multi-year winner of the 2020, 2017 and 2016 CPA Practice Advisor Magazine’s Technology Innovation award. Providing easy-to-use software for CPAs, the company has redefined the way accounting firms assemble and deliver tax returns to their clients. SafeSend Returns eliminates the manual and physical delivery of tax returns prepared in CCH Axcess™, ProSystem fx®, Thomson Reuters UltraTax CS®, GoSystem® Tax RS and Intuit Lacerte® saving firms $40 per return.

TaxCaddy, a SurePrep product, is the finalist of the 2017 CPA Practice Advisor Magazine’s Technology Innovation award. TaxCaddy reduces tax season workload compression by giving you access to your client’s 1099s, 1098s and W-2s the day they’re issued. TaxCaddy eliminates the cost and inefficiency of paper organizers. TaxCaddy integrates with tax software to automate 1040 preparation. Plus, TaxCaddy lets you provide a much better client experience.

Set Your Firm Apart and Take a Test Drive Today


Join our E-Sign Form 8879: Paperless Tax Return Assembly & Delivery Process webinar.


Schedule a live demo today to see this groundbreaking software in action.


Forward this information to someone in need of SafeSend™ Returns.