What is SafeSend?
The SafeSend Suite revolutionizes the tax return process by automating every step, significantly impacting tax workflow processes for professionals. This comprehensive solution streamlines the gathering of source documents, the collection of digital and fillable organizers, the assembly and delivery of completed tax returns, the collection of e-signatures, the automation of signature and payment reminders, the distribution of K-1s, and the request for firm tax prep fees, among other tasks. Designed to address tedious tasks at every client touchpoint, the SafeSend Suite simplifies client communication throughout the tax year.
The suite includes SafeSend Signatures for engagement letters and e-signing beyond tax returns, SafeSend Exchange for secure file transfer without the hassle of passwords, and SafeSend Organizers to streamline the collection of organizer information. SafeSend Extensions allow firms to send extension packages quickly, while SafeSend Returns, the core of the suite, automates the labor-intensive process of assembling and delivering tax returns.
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