SafeSend
SafeSend offers a comprehensive suite of tax workflow automation solutions and has received multiple Technology Innovation Awards. The company provides extensive customer support and a unique pricing model based on the number of tax returns delivered.
Company Overview
SafeSend offers tax workflow automation solutions designed to simplify and automate various aspects of the tax engagement process. The company provides a comprehensive platform that handles tasks such as engagement letters, client organizers, tax return assembly, delivery, e-signing, and payment collection. SafeSend aims to improve efficiency and accuracy in the tax preparation process, catering to the needs of tax professionals and their clients.
Products
SafeSend's suite of tax workflow automation solutions includes SafeSend Returns, SafeSend Exchange, SafeSend Extensions, and TicTie Calculate. These products are designed to streamline and enhance different stages of the tax engagement process. For instance, SafeSend Returns automates the tax return delivery and e-sign process, while SafeSend Exchange offers a secure file transfer solution that replaces traditional client portals. The automation tools help in reducing manual efforts and improving overall productivity.
Compatibility with Tax Software
SafeSend's platform is compatible with major tax software applications, making it convenient for tax professionals to integrate with their existing systems. The supported software includes CCH Axcess™ Tax, ProSystem fx® Tax, Thomson Reuters GoSystem® Tax RS, UltraTax CS®, and Intuit Lacerte®. This compatibility ensures seamless data exchange and smooth integration into professionals' workflows.
Customer Training and Support
SafeSend offers free customer training and support throughout the year to ensure users can effectively utilize their products. The company extends its support hours during peak tax seasons to accommodate the increased demand. This commitment to support helps users address any issues promptly and enhances their experience with SafeSend's solutions.
Technology Innovation Awards
SafeSend has been recognized for its technological innovation in the tax automation space, receiving multiple Technology Innovation Awards. The company won awards in 2016, 2017, 2020, and 2022. These accolades highlight SafeSend's commitment to advancing technology in tax workflow automation and delivering innovative solutions to its users.