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SafeSend Returns

The #1 tax return assembly & delivery solution.

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Overview

SafeSend Returns is a solution that automates the assembly, delivery, and e-signing of tax returns for accounting firms. It is designed to streamline the last mile of the tax process, improving efficiency and client experience.

✨ Key Features

  • Automated assembly of tax returns
  • Secure electronic delivery to clients
  • E-signing of tax forms
  • Client payment collection
  • Integration with tax preparation software

🎯 Key Differentiators

  • Deep integration with major tax preparation software
  • Automated assembly of the entire tax return package
  • Designed specifically for the tax and accounting profession

Unique Value: Streamlines the 'last mile' of the tax process, saving firms time and providing a better experience for their clients.

🎯 Use Cases (3)

Automating the delivery and signing of tax returns for accounting firms Improving the client experience for tax return delivery Reducing the administrative burden of tax return assembly

✅ Best For

  • Automated tax return assembly and delivery
  • E-signing of tax returns

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Firms that do not use one of the supported tax preparation software

🏆 Alternatives

CCH eSign DocuSign RightSignature

Offers a more automated and integrated solution for tax return assembly and delivery compared to generic e-signature products.

💻 Platforms

Web

🔌 Integrations

CCH Axcess Tax CCH ProSystem fx Tax Thomson Reuters UltraTax CS GoSystem Tax RS Lacerte Tax

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Custom tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2

💰 Pricing

Contact for pricing

Free tier: N/A

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