SafeSend One
SafeSend One automates the tax process, allowing firms to streamline tasks such as e-signatures, secure file exchange, and tax return assembly.
📝 What is SafeSend One?
"SafeSend One is an end-to-end solution designed to automate the entire tax process for accounting firms, enhancing efficiency and client experience."
🔑 Key Features
Tax Returns
Assemble and deliver tax returns in just four minutes with automated reminders and K1 distribution.
Electronic Signatures
E-sign any document with batch processing and Mail Merge capabilities.
Secure File Transfer
Secure, password-free file transfer for large files and document requests.
Integrations
Seamless integration with top tax preparation software like Intuit, Thomson Reuters, and Wolters Kluwer.
Client Experience
Unrivaled client experience with high KBA rates and automated reminders.
Unverified Page
This page has not yet been verified by the software vendor. The information presented here may not be fully accurate or up-to-date.
Are you the vendor of SafeSend? Verify this page to ensure all data is accurate and up-to-date.
Verify This Page🤖 AI Capabilities
Overview
SafeSend One utilizes AI for document request lists and e-sign engagement letters, enhancing user experience.
Capabilities
- AI-generated document request lists
- E-sign engagement letters
AI Models
Next Gen Gather AI
AI Model
Generates document request lists and facilitates e-signatures.
💰 Pricing and Plans
Pricing Overview
Pricing details are available on the website, with various tiers based on features and firm size.
Essential
Contact for pricing
- Basic tax return features
- Secure file transfer
Preferred
Contact for pricing
- All Essential features
- E-signatures
- Document request lists
Premium
Contact for pricing
- All Preferred features
- Advanced integrations
- API access
🔒 Security and Compliance
Security Overview
SafeSend One implements robust security measures to protect sensitive client data.
Security Measures
- Secure file transfer
- Password-free access
- Document request tracking
Certifications & Compliance
📊 Additional Information
Competitive Advantage
SafeSend One stands out due to its comprehensive automation features and seamless integrations with leading tax software.
- End-to-end tax process automation
- High client satisfaction rates
- Robust security measures
Future Developments
SafeSend plans to enhance AI capabilities and expand integrations with more tax software.
- Enhanced AI for document processing
- More integrations with tax software
Update frequency: monthly
Integration and Deployment
SafeSend One integrates with leading tax preparation software and is deployed as a cloud-based solution.
Integrations:
- Intuit Lacerte
- Thomson Reuters UltraTax CS
- Wolters Kluwer/CCH
Deployment Type: cloud-based
User Interface
Intuitive dashboard for tracking and reporting, with a focus on user experience.
Support and Resources
SafeSend offers comprehensive support options including in-app, email, chat, and phone support.
Support Types:
- In-app support
- Email support
- Chat support
- Phone support
Training Resources:
- Customer training
- Webinars
- Help Center
🌐 Links
🏆 Awards and Recognition
Top 25 Fastest Growing Firms
Recognized by Accounting Today for outstanding growth and innovation.
🎉 Success Stories and Testimonials
Customer Feedback
SafeSend has received positive feedback from various accounting firms, highlighting efficiency improvements and client satisfaction.
"SafeSend eliminated our 8879 issue completely."
Withum
"The SafeSend Suite saves so much time sending returns."
Stambaugh Ness
"We use SafeSend Returns for all our tax processes."
KBCA LLC
Notable Customers
📊 Case Studies
Improving Tax Return Efficiency
Industry: Accounting
Challenge:
Firms struggled with manual processes and client follow-ups.
Solution:
Implemented SafeSend One to automate tax return assembly and e-signatures.
Results:
Reduced processing time by 50% and improved client satisfaction.
Unverified Page
This page has not yet been verified by the software vendor. The information presented here may not be fully accurate or up-to-date.
Are you the vendor of SafeSend? Verify this page to ensure all data is accurate and up-to-date.
Verify This Page🔗 Related Tools
The mobile business account that does your invoices, estimates tax owed, and reminds you of tax deadlines.