SafeSend

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The #1 Choice for Thomson Reuters Users in End-to-End Client Experience

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

Assemble and Deliver Tax Returns in Just Four Minutes

Direct integration from the UltraTax CS® print menu eliminates drag and drop so returns are automatically in your SafeSend interface.

"When you are utilizing a product where you can send organizers, send engagement letters, send returns, send e-files, it puts it all in one spot, the client gets used to it and it makes their experience stellar."

Whitney Kisner
Director of Operations, Papin CPA | UltraTax CS User

See how firms use SafeSend

"One platform, one simple login so that the client has everything in front of them in one place and can do everything all at once. SafeSend did that for us."

Joe Montgomery
Managing Partner at Montgomery & Company,
CPAs | UltraTax CS User

Deliver an Unrivaled Client Experience

SafeSend One helps clients conveniently upload, sign, and return documents. The intuitive guidance and easy-to-use interface ensures clients know exactly what to do to complete the tax engagement process with no client education, resulting in higher completion rates.

Plus, they'll receive electronic notifications and reminders for any pending documents or engagement letters. And all this comes with secure access with no password needed.

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Save $12,000 for Every 1,000 Returns

Maximize productivity, reduce staffing challenges and elevate the client experience with more efficient workflows.

Trusted by 19 of the Accounting Today 2024 Top 25 Fastest Growing Firms, SafeSend provides consistency across multiple office locations from partners and preparers to admins.

Live tracking and reporting ensure that every member of your firm can monitor the progress of each client through the process.

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Hear What Thomson Reuters + SafeSend Customers Have to Say

"Now that the clients can easily do it electronically—e-sign all the forms—our time involved in that part of the preparation process is dramatically reduced, which ultimately enables us to do more work, be more efficient, make more money."

Peter Mayolo
Owner & President, Mayolo & Associates LLC

"My older clients needed to be able to use it, my younger clients trust it, and my staff love it. SafeSend touched on all of those points. We’re getting signatures, we’re capturing payments, and it’s our handoff to the client."


Robert Jones
President & Founder, RC Jones & Associates Inc

"We had multiple software packages that we were dealing with, so a client would have to open two, three, sometimes four different emails, go into sometimes two different pieces of software, in order to just sign their return and get a copy of it."

Joe Montgomery
Managing Partner, Montgomery & Company CPAs

Discover how this partnership has benefited three firms utilizing UltraTax CS® and SafeSend One™.

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Effortless E-Sign Process for Firms & Clients

Collect signatures on engagement letters, POAs, 8879s, FBARs, consent forms - any document in need of an e-signature.

KBA significantly reduces the need for clients to create an account. Client password reset requests are eliminated, simplifying the client experience while reducing firm time spent on support.

With capabilities like 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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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 prep 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...

Thomson Reuters + SafeSend


Learn about the SafeSend automation journey from a Thomson Reuters firm’s point of view.


Dive deep into the integration with Thomson Reuters, the SafeSend product roadmap, and new support for 990s.


Discover what makes this partnership exceptional and hear client success stories that shape this dynamic collaboration.


Hear from Jenn Barnes at Stewart & Company and UltraTax CS® user, as she shares her journey in streamlining software for optimum efficiency.

The #1 Choice for Tax Automation Among Thomson Reuters Users

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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