SafeSend

SafeSend offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience. SafeSend One™, the end-to-end solution that automates the entire tax process, is a secure and easy-to-use product that includes over 300 features, encompassing engagement letters, file transfers, organizers, e-signatures, and tax return assembly and delivery, now with a new and innovative AI-driven gathering capability. From gathering to delivery, SafeSend One offers firms an all-in-one solution to provide an unrivaled client experience. Thousands of firms save an average of $12K for every 1K returns delivered via SafeSend. SafeSend One 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 One currently supports CCH Axcess™ and ProSystem fx®, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®.