SafeSend

SafeSend is an innovative platform tailored for tax and accounting professionals, designed to enhance the client experience and simplify workflows. With features like secure file exchanges, electronic signatures, and automated reminders, it allows firms to deliver tax returns quickly, often within just four minutes. SafeSend integrates seamlessly with popular tax preparation software such as Intuit Lacerte, effectively transforming the engagement process from start to finish. By adopting SafeSend, firms can expect a high client satisfaction rate, as evidenced by a 94% e-signature completion rate within 15 days and a 97% success rate in knowledge-based authentication (KBA). The platform’s transparent pricing structure is based on a per-return fee and offers three tiers—Essential, Preferred, and Premium—that cater to various needs. Additionally, SafeSend provides extensive support including in-app assistance, chat, and phone support, ensuring users can maximize their experience from day one. Join the growing community of satisfied users and streamline your tax engagement process today.