SafeSend Returns
The #1 tax return assembly & delivery solution.
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)
✅ 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
Offers a more automated and integrated solution for tax return assembly and delivery compared to generic e-signature products.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Custom tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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