SafeSend® Overview
SafeSend offers a comprehensive suite for tax and accounting professionals, streamlining various tasks into a single platform. It handles engagement letters, fillable organizers, and source document gathering efficiently. The solution also manages file exchanges, extensions, tax return assembly, and delivery. One standout feature is its e-sign capability, simplifying the process of obtaining client signatures. Additionally, SafeSend supports electronic K-1 distribution, enhancing client communication. Trusted by a significant portion of top accounting firms, it integrates seamlessly with leading tax preparation software. An interesting fact: firms can save approximately $12,000 for every 1,000 returns processed.
Use Cases
Customers recommend Digital Signature, Document Sharing, Sending & Publishing Communications, as the business use cases that they have been most satisfied with while using SafeSend®.
Business Priorities
Enhance Customer Relationships is the most popular business priority that customers and associates have achieved using SafeSend®.
SafeSend® Use-Cases and Business Priorities: Customer Satisfaction Data
SafeSend® works with different mediums / channels such as Offline. Point Of Sale. and E-Mail.
Reviews
"...Securely allow clients to review and sign...." Peer review by User
SafeSend Exchange enables secure file transfers for tax and accounting firms. It is designed for interactions with clients, banks, and financial institutions.
Popular Business Setting
for SafeSend®
Top Industries
- Retail
- Information Technology and Services
- Education
Popular in
- Small Business
- Large Enterprise
- Enterprise
SafeSend® is popular in Retail, Information Technology And Services, and Education and is widely used by Small Business, Large Enterprise, and Enterprise.
SafeSend® Customer wins, Customer success stories, Case studies
How does SafeSend® facilitate Digital Signature?
What Are the key features of SafeSend® for Sending & Publishing Communications?
SafeSend® Features
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- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (4) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (4) |
Software Failure Risk Guidance
?for SafeSend®
Top Failure Risks for SafeSend®
SafeSend Technologies Private Limited News
Thomson Reuters acquires tax automation company SafeSend for $600M - TechCrunch
Thomson Reuters buys tax automation company SafeSend for $600 million.
SafeSend Announces its New Client Portal: A centralized, easy-to-use taxpayer dashboard to simplify document management - PR Web
SafeSend launched a new client portal to help manage tax documents easily with a user-friendly dashboard.
SafeSend Technologies Private Limited Profile
Company Name
SafeSend Technologies Private Limited
Company Website
https://safesend.com/HQ Location
PO Box 1113, Corona del Mar, CA 92625, US
Employees
51-200
Social
Financials
M&A
