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Tax Automation Tools that Provide a 5-Star Client Experience

How can you increase the effectiveness of your staff as well as the satisfaction of your clients? Reduce tedious tasks in your firm and provide a red-carpet experience for clients when you equip your team with the accounting technology in the SafeSend Suite™ tax workflow automation platform.

A Proven Automation Solution for The Entire Tax Engagement

SafeSend has continually addressed pain points across the tax engagement and built the SafeSend Suite of innovative solutions that provide tax automation for firms nationwide. SafeSend Returns, the core of the SafeSend Suite, has won the CPA Practice Advisor Technology Innovation Award four of the last seven years. From engagement letters to extensions, the SafeSend Suite fulfills all your assembly, delivery, e-signing, digital organizer, and secure file exchange needs, and more in one tax workflow automation platform!

Advance Your Firm’s Workflow

Eliminate multiple tools and manual processes with the award-winning tax automation technology of SafeSend Returns. The cloud-based, automation solution allows staff to work easily from any location. Streamline the assembly and delivery process in your firm: collation and organization of completed digital tax returns, K-1 distribution, automated payment reminders, invoicing, plus tracking and reporting features. SafeSend Returns has improved efficiency and time savings for thousands of firms and delivered over 3 million returns.

The client experience is also elevated with SafeSend Returns’ intuitive interface which walks them through the review and e-signing process, step-by-step. Clients never have to remember a username or password with knowledge-based authentication (KBA) and access codes. Additionally, client returns are stored and available for seven years, reducing their need to call your firm and request copies.

The SafeSend Suite had a big impact on our tax department workflow. We went from three or four electronic methods of delivery to just one very clean, streamlined process. – Rob Morris, President, Robert W. Morris & Company P.C.

Send Unlimited Documents for Signature Year Round

Get your documents signed and returned in a matter of minutes or hours instead of days or weeks. The accounting technology of SafeSend Signatures™ eliminates the hassle of paper and the tracking nightmare of emailed documents. Gather signatures on documents from 8879s to POAs and anything else that may come up throughout the year with SafeSend Signatures™ at no additional cost when you are using the SafeSend Suite.

“We reduced our Adobe contract by $90K once we signed up with SafeSend.” – Russell Goldberg, Partner, Withum

Enhance Information Collection with Digital Client Organizers

Simplify the process and increase your organizer return rate with SafeSend Organizers™, part of the SafeSend Suite. A simple-to-use tool that converts static PDF organizers from your tax compliance software to a fillable form that can be sent directly to your client. Clients follow the easy-to-understand process, complete their organizer, and upload source documents. The process is completed electronically – no printing or scanning required on their part. Save time, money, and headaches associated with tax automation solutions designed for gathering information to prepare tax returns.

It was great having my staff be the frontline cheerleaders for this, begging, ‘Can we just send it via SafeSend Organizers? It’s so much better.’ – Virginia Dennerlein, Director of Operations, Sax LLP

File Transfer Solution for Secure Document Delivery

Send encrypted PDF documents to clients or banks and other financial institutions via email with SafeSend Exchange™ – the No. 1 firm-client file transfer solution for the accounting profession. Now part of the SafeSend Suite, SafeSend Exchange overcomes the challenge of serving taxpayers who want their data sent via email. SafeSend Exchange is the only document and file delivery solution offering a client portal, file sharing system, and automated PDF encryption all in one application with direct Microsoft® Outlook® integration or accessibility through the online platform.

We've been using ShareFile®, but I found out more about SafeSend Exchange™. It is just going to work so much better for us. – Melody Young, Administrative Team Coordinator, BMSS Advisors & CPAs

Providing a 5-star experience for both firms and their clients, the simple yet powerful tax automation tools in the SafeSend Suite address pain points across the entire tax engagement. Experience a streamlined workflow and a taste of the suite life as you elevate the client experience when you implement the SafeSend Suite.

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable.

SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additionally, we offer TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals. Visit to learn more about our digital solutions.


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