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Exponential Efficiency with SafeSend
SafeSend One enhances the CCH firm and client experience through:
- 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.
SafeSend One makes the tax engagement easy for your firm AND your clients. Learn more about our direct integration with CCH Axcess Tax.
*May not be available with select tax software.
Schedule a SafeSend Demo
Learn more about SafeSend One and the benefits of the seamless integration with CCH tax prep software.
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