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- SafesendReturns
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- SafeSend | Automated Tax Workflow, From Intake Through Delivery
Eliminate workflow bottlenecks with SafeSend and the Thomson Reuters Tax Automation Suite —built to integrate seamlessly
- SafeSend One – Secure File Transfer
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
- SafeSend One - Tax Returns
SafeSend One is SOC 2 Type 2 certified Provide an unrivaled client experience without making your clients have to sign in, reset passwords, and all of that hassle
- SafeSend - Login
Welcome to Safesend! Forgot Username? Forgot Password? New on our platform? Create an account
- SafeSend One™, the end-to-end solution for the entire tax process.
SafeSend One™ is the end-to-end solution for tax and accounting firms that automates the entire tax process, from gathering to delivery, delivering an unrivaled client experience
- Client Portal Experience – SafeSend Returns
Update the PIN used to log in to your Client Portal account Allow a third-party to access your client portal to review documents and perform actions like distributing K-1s These users only receive access codes via mobile for security reasons
- SafeSend Client Portal
Introducing our new client portal through SafeSend - a centralized place to manage your documents effectively With this portal, you’ll have access to any documents you’ve sent, received, or signed!
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