Audience

Accounting firms, Tax professionals

About SafeSend

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. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system.

Pricing

Pricing Details:
For more information check out our pricing page.
Free Trial:
Free Trial available.

Integrations

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Company Information

SafeSend
Founded: 2008
United States
safesend.com

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
24/7 Live Support
Online

SafeSend Frequently Asked Questions

Q: What kinds of users and organization types does SafeSend work with?
Q: What languages does SafeSend support in their product?
Q: What kind of support options does SafeSend offer?
Q: What other applications or services does SafeSend integrate with?
Q: What type of training does SafeSend provide?
Q: Does SafeSend offer a free trial?
Q: What pricing for support is available for SafeSend?
Q: What pricing for training is available for SafeSend?

SafeSend Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Time Tracking
Due Date Tracking
Document Management
Staff Management
Client Portal
Project Management
For CPA Firms

Corporate Tax

Data Verification
For Nonprofits
Data Import / Export
Electronic Filing
Payroll & Employer Forms
K-1 Reporting
Compliance Management
For Partnerships
Exception Notification
Status Tracking
Tax Planning

Document Management

Electronic Signature
Email Management
Print Management
Access Controls
Version Control
Document Conversion
Archiving & Retention
Document Delivery
Full Text Search
Document Indexing
Document Assembly
Forms Management
File Type Conversion
Offline Access
Collaboration Tools
Document Archiving
File Recovery
Document Retention
Optical Character Recognition
Compliance Tracking
Document Capture

File Sharing

Electronic Signature
User Management
Search
Drag & Drop
File Synchronization
Workflow Management
Encryption
Collaboration
Audit Trail
Document Management
Version Control
Chat / Messaging

Tax Practice Management

Approval Process Control
Workflow Management
Billing & Invoicing
Client Management
Due Date Tracking
Document Management
Tax Filing
Tax Forms
Scenario Planning
Client Portal

SafeSend Additional Categories