Integration with Thomson Reuters UltraTax CS and GoSystem Tax RS software makes the tax process easy for firms and clients. Get started with SafeSend!
Exponential Efficiency with SafeSend One™
The #1 Choice for Thomson Reuters Users in End-to-End Client Experience
A best-in-class client interface, with an intuitive, guided process that does not require a username or password for access.
A consistent staff process across all return types and a consistent client experience through the entire tax engagement (one ecosystem).
Addressing the most frustrating pain points for staff throughout the tax engagement:
Gathering information to start preparation of the return.
Removing client password reset requests (no passwords needed!).
Tracking client progress through review and e-signing.
*May not be available with select tax software.
SafeSend One makes the tax engagement easy for your firm AND your clients. Schedule a demo today by filling out the form. Prefer to talk to us directly? Give us a call at .
Learn more about the SafeSend One and the benefits of the seamless integration with Thomson Reuters tax prep software.
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