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Exponential Efficiency with SafeSend

The SafeSend Suite 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:
  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.

The SafeSend Suite 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.