|
- SafeSend | Automated Tax Workflow, From Intake Through Delivery
End-to-end tax automation: engagement letters, organizers, document gathering, file exchange, extensions, tax assembly, delivery, eSign, and K-1 distribution
- 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
- SafeSend One – Secure File Transfer
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
- SafeSend One - Tax Returns
SafeSend One is the easiest way to assemble, deliver, and e-sign completed tax return packages, for firms and clients
- Pricing Model | SafeSend One | Tax Accounting Automation
SafeSend One is the all-in-one tax and accounting software, helping firms reduce workload by automating every client touchpoint in the tax engagement process From engagement letters, tax organizers, and questionnaires to secure file exchange, document request lists, tax return delivery, eSigning, automated K-1 delivery, invoicing, and payments
- SafeSend Help Center
Can't find what you're looking for? Let us help you!
- eSignatures - SafeSend
An Easier, Better Tax Engagement As part of SafeSend One, the eSignatures feature offers the same guided processes with that familiar look and intuitive feel Your clients will be able to seamlessly transition from each stage of the tax process
- SafeSend One Benefits for Your Firm | SafeSend | Tax Workflow Automation
Discover a variety of resources to help you make the most of SafeSend One benefits for your firm Address pain points in your process and make staff and clients happy
|
|
|