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
"...It makes it easy to avoid sending corporate emails to undesired, external, unsafe recipients...." 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.
Comprehensive Insights on SafeSend® Use Cases
What benefits does SafeSend® offer for Digital Signature?
Why is SafeSend® the best choice for Sending & Publishing Communications?
SafeSend® Features
- Low
- 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®
Thomson Reuters News
Thomson Reuters Signs Definitive Agreement to Acquire TimeBase - Laotian Times
Thomson Reuters has signed a definitive agreement to acquire TimeBase, an Australian provider of legislative information solutions, for $6.5 million in cash. This acquisition will expand Thomson Reuters legal technology offerings and strengthen its presence in the Australian legal information market.
Thomson Reuters Profile
Company Name
Thomson Reuters
Company Website
https://www.thomsonreuters.com/en.htmlHQ Location
Toronto, ON
Employees
10001+
Social
Financials
IPO
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