About SafeSend
SafeSend is a tax automation software from SafeSend that facilitates an end-to-end tax workflow. It includes engagement letters, organizers, document gathering, file exchange, extensions, tax assembly, delivery, eSign, and K-1 distribution, so tax professionals can manage their processes more efficiently. The platform exclusively integrates with leading tax preparation software such as Thomson Reuters UltraTax CS and GoSystem Tax RS, allowing for easy data transfer. SafeSend delivers tax returns within four minutes and processes extensions in three minutes, ensuring timely communication with clients. Key capabilities: engagement letters document gathering eSign K-1 distribution tax assembly Best for: tax professionals that need to automate their tax workflows.
SafeSend Details
SafeSend's In-App Market Place
Does SafeSend have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CHF (Fr), CNY (¥), INR (₹), MXN (Mex$), BRL (R$), SGD (S$), HKD (HK$)
Pros & Cons
- • Ease of Use: The software is praised for its user-friendly interface, making it easy to integrate into tax practices.
- • TicTie Calculate Feature: Offers an affordable solution for documentation on workpapers compared to other products.
- • Workflow Enhancement: The secure return-sending and signature-gathering features are effective for improving workflow efficiency.
- • Signature Process: Obtaining signatures, particularly for married couples, can be cumbersome and occasionally unreliable.