SafeSend One · The All In One Solution For Tax And Accounting Professionals
SafeSend One automates the tax process, allowing firms to streamline tasks such as e-signatures, secure file exchange, and tax return assembly.
Overview
What SafeSend One does
SafeSend One is an end-to-end solution designed to automate the entire tax process for accounting firms, enhancing efficiency and client experience.
Capabilities
Key features
- 01
Tax Returns
Assemble and deliver tax returns in just four minutes with automated reminders and K1 distribution.
- 02
Electronic Signatures
E-sign any document with batch processing and Mail Merge capabilities.
- 03
Secure File Transfer
Secure, password-free file transfer for large files and document requests.
- 04
Integrations
Seamless integration with top tax preparation software like Intuit, Thomson Reuters, and Wolters Kluwer.
- 05
Client Experience
Unrivaled client experience with high KBA rates and automated reminders.
Unverified profile
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What the AI does
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
Models
- Next Gen Gather AI AI Model
Generates document request lists and facilitates e-signatures.
Pricing
Plans & pricing
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
Trust
Security & compliance
SafeSend One implements robust security measures to protect sensitive client data.
Measures
- ● Secure file transfer
- ● Password-free access
- ● Document request tracking
Certifications
More
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
On the roadmap
SafeSend plans to enhance AI capabilities and expand integrations with more tax software.
- → Enhanced AI for document processing
- → More integrations with tax software
Update cadence: monthly
Integration & deployment
SafeSend One integrates with leading tax preparation software and is deployed as a cloud-based solution.
- + Intuit Lacerte
- + Thomson Reuters UltraTax CS
- + Wolters Kluwer/CCH
Deployment: cloud-based
Interface
Intuitive dashboard for tracking and reporting, with a focus on user experience.
Support & resources
SafeSend offers comprehensive support options including in-app, email, chat, and phone support.
- + In-app support
- + Email support
- + Chat support
- + Phone support
- → Customer training
- → Webinars
- → Help Center
External
Links & channels
Awards
Recognition
- 2024
Top 25 Fastest Growing Firms
Recognized by Accounting Today for outstanding growth and innovation.
Voices
What customers say
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
Used by
Field notes
Case studies
- 01
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.
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SafeSend compared
Side-by-side comparison of SafeSend and 6 top ai tax alternatives across pricing, free tier, key features, integrations, and ratings.
| Tool | Pricing | Free tier | Top features | Integrations | Rating |
|---|---|---|---|---|---|
| SafeSend ★ | Contact for pricing | — |
| Intuit Lacerte, Thomson Reuters UltraTax CS, Wolters Kluwer/CCH | 4.8 |
| ABBYY ★ | Varies | — |
| ERP systems, CRM platforms, Document management systems | 4.5 |
| Contact for pricing | Yes |
| Xero Practice Manager | 4.8 | |
| Varies | — |
| Autoentry, Lightyear, Salesforce +1 more | 4.5 | |
| Varies | — |
| — | 0.0 | |
| Contact for pricing | Yes |
| API integrations with existing business systems, Support for various document management systems | 4.5 | |
| Varies | — |
| — | 0.0 |
See the full breakdown on SafeSend alternatives .
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