SafeSend

SafeSend_Intuit

Leading the Market in End-to-End
Client Experience for Firms Using
Intuit Lacerte®

A one-stop-shop for engagement letters, fillable organizers, secure source
document gathering, secure file exchange, tax return assembly, delivery with e-sign,
and electronic K-1 distribution.

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94%

E-signatures completed within 15 days

6M+

Total tax returns delivered

97%

KBA success rate on 1040 tax returns

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.

"Establishing this integration between Lacerte and SafeSend brings our customers additional automation tools that streamline their workflow, and helps them provide faster and more convenient digital services to their clients."

Jorge Olavarrieta
VP and GM, ProTax Group at Intuit

Transfer returns, manage client status, and simplify your workflow in just a few steps.

Watch how seamless the integration between Intuit Lacerte® and SafeSend One™ is in this quick video demonstration.

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.

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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.

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Hear What Intuit + SafeSend Customers Have to Say

"From my side, all the questions clients want to know are answered, ‘How much do I owe? Where do I pay? Where are the vouchers?’ SafeSend has such a nice package of all of that information in a very easy-to-understand format."

Dalton R. Sweaney
Managing Partner
Gray, Salt & Associates, LLP | Intuit Lacerte User

95%

Client experience approval

50%

Increased work capacity

In an effort to elevate the client experience and save time on the firm side, GSA, LLP implemented SafeSend. Managing Parter at GSA, Dalton Sweaney, shares the firms, and their clients, experience using SafeSend, the reduction in workload across the firm, success using customized organizers, and more.

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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.

SafeSend_23_CT_quotes 226

Save Time & Reduce Manual Tasks with Direct Integration

This end-to-end tax workflow equips firms to serve their clients with a guided and intuitive experience across all touchpoints, including automated reminders, online payment options, tax return summary—and more—all in one place.

In addition to automating the information-gathering process on the front-end to get tax ready, SafeSend has simplified and automated the last mile of the tax engagement with innovation around assembly, delivery, and e-signing.

Client feature highlights:
  • Secure access without a password
  • Digital, fillable organizers
  • Secure source document upload
  • Tax return summary display
  • Automated e-sign & payment reminders
  • Electronic K-1 distribution
  • And more...
Firm feature highlights:
  • Batch deliver engagement letters & organizers
  • Secure document transfer
  • Document request list delivery
  • Single dashboard for tracking & reporting
  • Collect invoice payments
  • API developer section
  • And more...

Intuit + SafeSend 

SafeSend_23_CT_quotes 210_Dalton Sweeney

Gray, Salt & Associates, LLP
SafeSend_23_CT_quotes 223

Brenda K. Lowe CPA LLC
SafeSend_23_CT_quotes 205

Kaufman & Kabani
SafeSend_23_CT_quotes 208

Gray, Salt & Associates, LLP
SafeSend_23_CT_quotes 215

Fintax Corporation

Leading the Market in End-to-End Client Experience for Firms Using Intuit Lacerte®

Automating the tax process with SafeSend gives a single, cloud-based solution for you clients and staff. Eliminate the inefficiencies of patchwork systems. See why thousands of firms trust the award-winning automation technology to provide an unrivaled client experience.

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