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SafeSend Reviews for 2025

The SafeSend Suite makes an impact across all your tax workflow.
User Score:
4.4/5

Score is based on User Sentiment from reviews and public chatter. We weight volume, recency, and consistency, then normalize to 5.

See our Methodology.
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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.

Found in these Categories

Best For

  • Small Business
  • Medium Business
  • Large Enterprise

SafeSend Pricing

Starting From: Custom
Pricing Model: Subscription
This tool does not have a public pricing plan.
Free Trial
Free Version

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SafeSend Features

  • Client Management
  • Electronic Payments
  • Workflow Management
  • For CPA Firms
  • For Accountants
  • Document Management
  • Data Import/Export

User Sentiment - SafeSend Reviews

4.4/5
Based on 90 user reviews across the web
AI-powered Insight: This summary represents a comprehensive analysis of user reviews and opinions found across the web, including G2, Capterra, TrustPilot, and other review platforms. Our AI aggregates sentiment and identifies key themes from verified user feedback.
What users love most
  • Efficiency and Time-saving

    Users have reported significant time savings, with one firm saving 538 hours by using SafeSend Returns, which underscores its effectiveness in streamlining tax return processes​​.

  • Tax Automation

    The automation of tax-related tasks has been highlighted as a major benefit, particularly during the tax season, indicating that SafeSend effectively reduces manual workloads​​.

  • Integration and Compatibility

    SafeSend Returns integrates with major tax preparation software such as CCH Axcess, Wolters Kluwer CCH ProSystem fx, Intuit Lacerte, UltraTax CS, and GoSystem Tax RS, offering a broad range of compatibility that enhances workflow efficiency​​.

  • Document Management

    The software is praised for its centralized electronic system for document management, allowing for easier tracking, organization, and retrieval of files, thus promoting a more environmentally friendly approach by reducing paper usage​​.

  • Security

    Adding an extra layer of protection for email communications and confidential document sharing, SafeSend Returns addresses the critical need for security in handling sensitive information​​.

Areas for Improvement
  • User Experience with eSignatures

    Although the platform facilitates quick capture of eSignatures, it can be cumbersome to obtain signatures for married couples, suggesting room for improvement in this area to make the process more streamlined​​.

  • Customer Support

    There’s an indication that more robust customer support could enhance the user experience, as reflected by a lack of rating in this area​​.

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SafeSend Company Details

Company Name

SafeSend

Headquarters

United States

Website

afesend.com/solutions/safesend-suite

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