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- 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 - Tax Returns
SafeSend One is the easiest way to assemble, deliver, and e-sign completed tax return packages, for firms and clients
- 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
- Secure File Transfer - SafeSend
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 All messages sent through Secure File Transfer—with or without files—are encrypted with custom authentication through the web add-in Share files without having to worry
- 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
- 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
- Product Education Center - SafeSend
Product Education Center Explore our educational resources to help you maximize the value of SafeSend One products Whether you’re looking to enhance your understanding, streamline processes, or deepen your expertise, our comprehensive educational sessions are designed to support your success
- 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
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