SafeSend

Automated Tax Workflow, From Intake Through Delivery

by SafeSend ยท Tax Compliance

Executive Summary

SafeSend One is an end-to-end cloud-native platform designed for tax and accounting firms, automating the entire tax process from client data gathering and return assembly to e-signature and secure delivery. The platform aims to streamline workflows, improve efficiency, and enhance the client experience by reducing manual tasks and accelerating turnaround times. It covers key stages such as client intake (SafeSend Gather with AI), secure document exchange (Secure File Transfer), automated tax return assembly and review, digital e-signatures (SafeSend Signatures), and final delivery of tax packages (SafeSend Returns). The system is noted for its ability to significantly reduce the time spent on each return, leading to substantial cost savings for firms. SafeSend One integrates with existing firm technology through robust APIs, allowing for seamless data flow and further automation of tasks like archiving, sending reminders, and recalling returns. It is widely adopted by a significant portion of top US accounting firms, highlighting its market leadership and reliability in tax compliance automation.

Use Cases

  • Automating tax return assembly and secure delivery to clients.
  • Facilitating secure client data gathering and document exchange.
  • Obtaining digital e-signatures for tax documents and extensions.
  • Streamlining the entire tax workflow from client intake through final delivery.
  • Integrating tax automation with existing firm software via APIs for enhanced efficiency.

Features

Visibility

  • Workflow Tracking: Monitor the status of tax returns, e-signatures, and client communications in real-time.
  • Client Portal: Provides a secure, branded portal for clients to submit documents, e-sign, and receive completed returns.

Intelligence

  • AI-Powered Data Gathering: Utilizes AI to streamline the collection of client tax data through flexible digital organizers.

Technical Specifications

Architecture
Cloud-native platform designed for scalability and accessibility.
Deployment
SaaS
API Available
Yes

AI/ML Stack

  • AI/ML

Integrations

  • CCH Axcess Tax

Security & Compliance

Encryption: Automated PDF encryption for secure document delivery.

Pricing

Model
Pay-per-return or per-delivery, volume-based.
Starting Price
$14-$20 per return
Target Customer
Mid-Market,Enterprise

Ratings & Reviews

G2: 4.7/5/5