SafeSend

Accounting Software

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SafeSend offers a thorough platform designed specifically for tax and accounting professionals, streamlining processes such as secure file transfers, eSignatures, and tax return assembly.

Trusted by a majority of the top accounting firms, the solution enhances client experience and operational efficiency through seamless integration with leading tax preparation software.

SafeSend can be found in Accounting Software categories.

The most similar products to SafeSend are:

Ahsuite Promoted → SmartVault → Rightworks Cloud Premier → Send It Secure → Drake Software →

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Details

SafeSend Main Features

• Extensions
  Send extension packages quickly in 3 minutes with automation and reminders.
• Organizers
  Convert PDFs into fillable forms and eSign engagement letters easily.
• Tax Returns
  You can complete tax returns in just 4 minutes, including review, eSign, and payment.
• Integrations
  SafeSend works with popular tax software like Intuit and Thomson Reuters.
• API Connections
  Developers can use advanced API settings for better integration and automation.
• Customer Support
  Get help through chat, email, or phone, with weekend support during busy times.
• Client Experience
  SafeSend offers a great experience for clients with easy access and reminders.
• Next Gen Gather AI
  AI helps create document request lists and eSign engagement letters.
• Secure File Transfer
  Transfer files securely without needing a password, even for large files.
• Electronic Signatures
  You can eSign any document and send engagement letters in batches.
• Document Request Lists
  Create lists of documents needed from clients with due dates and reminders.
• TicTie Calculate PDF Tool
  Use digital tools for marking up PDFs, including calculators and bookmarks.

SafeSend Benefits

• Batch Processing
  You can send multiple engagement letters and documents at once, saving time and effort.
• Digital Organizers
  Convert PDFs into fillable forms, which makes it simpler for clients to provide necessary information.
• Secure File Transfer
  You can send and receive files securely without passwords, which keeps sensitive information safe.
• Improves Work Capacity
  Using SafeSend can help your firm improve its work capacity by 50%, allowing you to handle more clients.
• Simplifies Tax Returns
  SafeSend allows you to complete tax returns in just four minutes, making the process much faster and easier.
• Integrates with Software
  SafeSend works well with popular tax preparation software, making it easier to manage your work.
• Improves Client Experience
  Clients enjoy a smooth experience with automated reminders and secure access without needing passwords.
• Automated Document Requests
  Create lists of documents needed from clients with due dates, making it easier to track what is required.
• Electronic K-1 Distribution
  You can distribute K-1 forms electronically, which speeds up the process for clients.
• Reduces Time Spent on Tasks
  It helps eliminate hours spent on chasing signatures and preparing documents, allowing you to focus on more important work.

Who should use SafeSend?

• New Customers
  New customers can learn how to use SafeSend effectively through product education and support.
• API Developers
  API developers can integrate SafeSend with other software to automate workflows and improve efficiency.
• Accounting Firms
  Accounting firms can improve client experience with easy document sharing and electronic signatures.
• Tax Professionals
  Tax professionals can save time by quickly sending and receiving tax returns and documents.
• Clients of Tax Services
  Clients can securely upload documents and sign forms without needing passwords.

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