or
Recover my Password
Submit your Tekpon Account E-mail address and you will receive an email with instructions to reset your password.

SafeSend

Tekpon Score
9

SafeSend Reviews

& Product Details

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

The SafeSend Suite makes an impact across all your tax workflow.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    SafeSend

  • Located In

    United States

  • Website

    safesend.com

Starting from:

Custom

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

This tool does not have a public pricing plan.

  • Client Management
  • Electronic Payments
  • Workflow Management

Additional Features

  • For CPA Firms
  • For Accountants
  • Document Management
  • Data Import/Export

Firm360

Tekpon Score
COMPARE

Transaction Cloud

Tekpon Score
COMPARE

Capium

Tekpon Score
COMPARE
  • UltraTax CS

    Tax Software

Tell us your opinion about SafeSend and help others.

Plooto

Tekpon Score

QuickBooks

Tekpon Score

Paymo

Tekpon Score

Bill4Time

Tekpon Score

BILL

Tekpon Score

FreshBooks

Tekpon Score

Gusto

Tekpon Score

Melio

Tekpon Score

FinancePal

Tekpon Score

Synder

Tekpon Score

FreeAgent

Tekpon Score

Zoho Books

Tekpon Score

Pilot

Tekpon Score

Veem

Tekpon Score

Patriot

Tekpon Score

Neat

Tekpon Score

Avaza

Tekpon Score

Bonsai

Tekpon Score

Xero

Tekpon Score