All-in-One Solution for Tax and Accounting Professionals
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.
94%
E-signatures completed within 15 days
6M+
Total tax returns delivered
97%
KBA success rate on 1040 tax returns
Empower Your Firm to Deliver an Unrivaled Client Experience
SafeSend 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.
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
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.
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.
"I could expect to work 80-hour weeks on deadline weeks, and I don't come anywhere near that now. The admin team works probably 50 hours max, and I come closer to 50 than the rest of them do. So, they're working 45-hour weeks because of SafeSend.”
Melody Young Administrative Team Coordinator BMSS Advisors & CPAs | CCH Axcess User
99.9%
Client experience approval
50%
Time saved on every return
44%
Reduction in admin hours
BMSS LLC Advisors & CPAs is the second largest locally owned advisory and CPA firm in Alabama. The firm serves clients in the $1 million to $50 million revenue range. Learn how using SafeSend has provided BMSS with peace of mind for their staff and their clients.
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.
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.
SafeSend currently supports CCH Axcess™ Tax and ProSystem fx® Tax, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®.
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...
Leading the Market in End-to-End Client Experience
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.
