Exponential Efficiency with SafeSend

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:
    1. Gathering information to start preparation of the return.
    2. Removing client password reset requests (no passwords needed!).
    3. Tracking client progress through review and e-signing.

*May not be available with select tax software. 

ThomsonReuters_80_Color PNG

Special Offer for Thomson Reuters users

Take advantage of this exclusive discount:

  • Buy 250+ returns and get $1 off per return in the Preferred Tier
  • Buy 250+ returns and get $.50 off per return in the Essentials Tier

 

The SafeSend Suite 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 800-716-2558. 

Learn more about the SafeSend Suite and the benefits of the seamless integration with Thomson Reuters tax prep software.

Schedule a SafeSend Demo

When you complete and submit this form, you consent to receive promotional content from SafeSend.