Drive Firm Efficiency with a Single-Point Solution

The integration between SafeSend One™ and Intuit Lacerte^® means no more manual drag and drop of prepared returns. The simple one-click action within Lacerte can be used to send one or a bulk number of client tax returns to SafeSend.

Simplify the Client Experience; Reduce Time Spent on Support

Scrap client password resets with a 97% KBA success rate.

SafeSend delivers a best-in-class client interface, with an
intuitive, guided process that does not require a username or password for access. Clients simply receive an automated email with an access link.

Using KBA and two-factor authentication, the client can review, sign and pay their taxes - simplifying the client experience while reducing admin time spent on support.

Effortless E-Sign Process for Firms & Clients

SafeSend firms achieve an impressive 94% e-signature completion rate within just 15 days, empowering you to move forward swiftly.

Whether it's engagement letters, POAs, 8879s, FBARs, or consent forms, SafeSend ensures efficient e-signature collection for all your essential documents.

With capabilities like KBA, automatic placement of signature and date boxes on e-file forms, automated reminders, mail merging, and batch processing, SafeSend is saving firms countless admin hours.

Save $12,000 for Every 1,000 Returns

After an initial setup, tax preparers can use one-click within Intuit Lacerte® to automatically send prepared returns to SafeSend One, where automated tax return assembly, delivery, e-signing, and tracking of the client progress happens—saving firms valuable time and elevating the client experience.

Ensuring a uniform staff process across all return types, coupled with a consistent client experience, translates to enhanced efficiency in your firm's workflows.

Save Time & Reduce Manual Tasks with Direct Integration