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.
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Ledgible
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Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
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Koinly
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Easily track your crypto assets & taxes
View your total holdings and portfolio growth over time - across all your wallets and accounts - along with your tax liabilities.
Reliable cryptocurrency tax reports
Preview your capital gains and taxes for free. Generate tax documents when you are ready.
Easily find and fix issues with your transactions
Say goodbye to absurd gains and inaccurate tax reports.
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Pricing
Pricing Details:
For more information check out our pricing page.
Free Trial:
Free Trial available.
Integrations
Company Information
SafeSend
Founded: 2008
United States
safesend.com
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Product Details
Platforms Supported
Cloud
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