Pricing & Volume Discounts

End-to-End Tax Automation Pricing Built for Every Firm

Invest in your firm confidently with technology solutions to automate your tax workflow, from intake through delivery, and elevate your client experience.

SafeSend One helps firms solve real-world problems by leveraging automation and innovative AI with a secure and easy-to-use product for engagement letters, file gathering and transfers, organizers, eSignatures, and tax return assembly and delivery. Pre-paid packages may be purchased on a per-delivery or per-return basis with Essential, Preferred, or the end to end package—Premium.

Choose Your Perfect Plan

When purchasing, you choose the SafeSend level that is right for you, the Essential, Preferred or Premium tier.

Our simple tiered pricing model gives you instant access to modules and features within SafeSend without any additional software costs beyond the per-return fee.

We offer ongoing training all year long at no additional cost so you can train new staff or stay up to date on the latest enhancements.

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End-to-End Tax Automation Pricing Built for Every Firm

Choose Your Perfect Plan

Save $12,000 for Every 1,000 Returns

Schedule a Demo