Take the frustration out of tax delivery with SafeSend

Thomson Reuters has partnered with SafeSend to provide your firm with powerful automation solutions that eliminate labor-intensive tasks; make gathering, delivering, and e-signing easy; and ensure exceptional service. The SafeSend Suite is a single platform for engagement letters, fillable organizers, secure source document gathering and file exchange, extensions, tax return assembly, delivery, e-sign, and electronic K1 distribution. Using direct integration from UltraTax CS and GoSystem Tax RS, the SafeSend Suite allows your firm to standardize workflow across the firm or multiple offices, reduce time, eliminate manual errors, and know where every client is in the review and e-sign process with real-time tracking. Direct integration from the UltraTax CS print menu eliminates drag-and-drop, so returns automatically populate in your SafeSend interface.

Your clients will enjoy a consistent, easy-to-use interface for 1040s, 1041s, 1065s, 1120s, 1120s, 990s, SMLLC return types, and other documents. No matter what you send — engagement letters, organizers, or completed tax packages — the intuitive, step-by-step guided process makes it easy for your clients to complete their tasks so you can file faster.

Features

• **Automated delivery: **Assemble and distribute tax returns for individuals, businesses, and trusts automatically.
• **Improved client experience: **Standardize and streamline the client experience when reviewing and signing their tax return.
• **Insights: **Offer live tracking and reporting with automated signing and payment reminders.
• **K-1 distribution: **Make secure electronic K-1 distribution to partners and shareholders simple and fast.
• **Grouped returns: **Send multiple returns to one client in one communication with the Grouped Returns feature.
• **Payments: **Get paid seamlessly with invoicing and online payment services integrated into the process.