SafeSend One

SafeSend One is a secure, cloud-based platform designed to automate and streamline the entire tax workflow for accounting firms. It simplifies the preparation, assembly, delivery, and e-signing of tax documents, enhancing operational efficiency and client experience. With direct integration into leading tax software, SafeSend One eliminates manual tasks and provides real-time tracking of client progress.

Features

• Automated tax return assembly and delivery
• Engagement letter and organizer automation
• Secure file transfer and e-signature capabilities
• Real-time tracking and reporting of client actions
• Grouped returns for multi-entity clients
• K-1 distribution to partners and shareholders
• Integrated invoicing and online payment options
• AI-driven document gathering and classification
• Client portal for secure access and communication
• Letter Builder and PDF tools for customization

Capabilities

• Seamless integration with UltraTax CS, GoSystem Tax RS, and other tax software
• Standardized workflows across multiple offices
• API support for custom integrations
• Step-by-step guided client experience for reviewing and signing
• Support for various return types including 1040, 1041, 1065, 1120, 990, and state-only returns
• In-office e-signature support
• Automated reminders for signing and payments
• Secure document retention and access for up to seven years

Benefits

• Saves up to 15 minutes per return and $12,000 per 1,000 returns
• Reduces manual errors and administrative workload
• Enhances client satisfaction with a consistent, intuitive interface
• Accelerates turnaround time with returns received in minutes
• Improves firm efficiency and reduces overtime costs
• Minimizes reliance on postal services with digital delivery
• Strengthens data security and compliance