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Busy season is almost here. Make it less busy with SafeSend One.

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   (855) 818-3552 support@safesend.com
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CLIENT EXPERIENCE, SIMPLIFIED.


TRUSTED BY 70% OF TOP 100 ACCOUNTING FIRMS

Simplify
Extensions
Organizers
Secure File Exchange
eSignatures
Tax Returns
Extensions
Organizers
Secure File Exchange
eSignatures
Tax Returns
Extensions

Exclusively integrates with best-in-class tax preparation software

CCH Axcess™ & ProSystem fx® Thomson Reuters UltraTax CS® & GoSystem® Tax RS
Intuit Lacerte®
Schedule My Demo
 * Organizers
 * Secure File Exchange
 * eSignatures
 * Tax Returns
 * Extensions

More


KEY FEATURES FOR TAX AND ACCOUNTING FIRMS

Unrivaled Client Experience

 * Essential
 * Preferred
 * Premium


TAX RETURNS


TAX RETURNS

Tax returns in 4 minutes. Review, eSign, pay. Auto reminders. Distribute K1s.


ELECTRONIC SIGNATURES


ELECTRONIC SIGNATURES

eSign any document. Batch process and send engagement letters with Mail Merge.


EXTENSIONS


EXTENSIONS

Send extension packages in 3 minutes. Automate, review, eSign, payments,
reminders.


CLIENT EXPERIENCE


CLIENT EXPERIENCE

Unrivaled client experience. 97% KBA rate, eSigning, no passwords, K1
distribution, reminders.


INTEGRATIONS


INTEGRATIONS

Integrations with Intuit, Thomson Reuters, Wolters Kluwer/CCH, TaxCaddy, and
Stripe.


CUSTOMER SUPPORT


CUSTOMER SUPPORT

Industry-leading support. In-app, email, chat, phone. Weekend support during
busy season. 95% satisfaction.


ORGANIZERS


ORGANIZERS

Convert PDFs to fillable forms. eSign engagement letters, complete organizers,
upload source documents.


SECURE FILE TRANSFER


SECURE FILE TRANSFER

Secure, password-free file transfer. Large file transfers, secure exchange,
document request lists.


DOCUMENT REQUEST LISTS


DOCUMENT REQUEST LISTS

Create document request lists with due dates. Track, remind, and upload files.


TICTIE CALCULATE PDF TOOL


TICTIE CALCULATE PDF TOOL

Digital markup, calculator tapes, tickmarks, bookmarks, cross-references.


NEXT GEN GATHER AI


NEXT GEN GATHER AI

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


API CONNECTIONS


API CONNECTIONS

Developer Section: Advanced API settings for integration, automation, workflow
updates.

See Pricing


THE END-TO-END SOLUTION FOR TAX AND ACCOUNTING PROFESSIONALS

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EMPOWER YOUR FIRM TO IMPROVE WORK CAPACITY BY 50%.


ELIMINATE HOURS SPENT ON:

 * Chasing eSignatures from clients
 * Preparing paper organizer packages
 * Asking multiple times for requested documents
 * Preparing and assembling tax return packages
 * Helping clients reset passwords or gain access to systems
 * Managing K1 distributions


ASSEMBLE AND DELIVER TAX RETURNS IN JUST FOUR MINUTES.


SEAMLESSLY INTEGRATE WITH TOP TAX PREPARATION SOFTWARE

Have questions? We’ll help you get started and connected to Safesend.

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


SAVE $12,000 FOR EVERY 1,000 RETURNS

A one-stop shop for engagement letters, fillable organizers, secure source
document gathering, tax return assembly and delivery with eSign. SafeSend One
gives your clients a guided and intuitive experience across all touchpoints.


CLIENT BENEFITS

 * Secure access without a password
 * Digital, fillable organizers
 * Secure source document upload
 * Tax return summary display
 * Automated eSign and payment reminders
 * Electronic K-1 distribution
 * And more...


FIRM BENEFITS

 * Batch delivery of engagement letters and organizers
 * Secure document transfer
 * Document request list delivery
 * Single dashboard for tracking and reporting
 * Collect invoice payments
 * API developer section
 * And more...


READY TO STREAMLINE TAX PREPARATION FOR YOUR FIRM AND CUSTOMERS, ALL SUPPORTED
BY A 97% CLIENT SATISFACTION TRACK RECORD?

Schedule My Demo


AWARD-WINNING AUTOMATION TECHNOLOGY

% KBA success rate on 1040 tax returns

+M total
returns delivered

% eSignatures / e-file forms completed within 15 days

% customer support satisfaction


UNRIVALED SATISFACTION

Trusted by 19 of the Accounting Today 2024 Top 25 Fastest Growing Firms


RUSSELL GOLDBERG

Partner • Withum

“Around filing time we had found out that we had thousands of tax returns that
were done but we hadn’t received the 8879 back from the client. With SafeSend,
our 8879 issue totally disappeared.”


JAYME CHAPMAN

Tax Administrator • Stambaugh Ness

“The SafeSend Suite® saves so much time sending returns and gathering signed
e-file forms back from our clients.”


SCOTT GASQUOINE

Partner • KBCA LLC

“We don't do returns by hand anymore, we use SafeSend Returns®. This is the way
that the world is headed—toward efficiency and doing things electronically and
doing things on your tablet and on your phone.”


THOUSANDS OF FIRMS OF ALL SIZES TRUST SAFESEND



Contact Our Sales Team

 * Sales (800) 716-2558 Contact Us


Solutions
 * SafeSend One
 * Tax Returns
 * Client Experience
 * Next Gen Gather AI
 * Secure File Transfer
 * TicTie Calculate

Pricing Learn
 * Webinars & Events
 * Success Stories
 * Resources
 * Product Education
 * New Customers
 * API Developers

About
 * Leadership
 * Partners
 * Careers
 * Blog
 * Contact

Cart Legal Policies
 * Privacy Statement
 * CA Privacy Statement
 * Terms of Use
 * Cookie Policy
 * Software & Services Agreement

Schedule My Demo

© 2024 cPaperless, LLC dba SafeSend.
All Rights Reserved.

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