SafeSend
Integrating seamlessly with leading tax preparation software, SafeSend transforms the client experience by delivering tax returns in just four minutes. With features like eSigning, automated reminders, and batch processing for engagement letters, it streamlines workflows. SafeSend also ensures secure, password-free file transfers and offers exceptional support, achieving a 96% satisfaction rate.
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Top SafeSend Features
- Best-in-class software integration
- Tax returns in 4 minutes
- Batch processing engagement letters
- Automated extension package delivery
- Secure password-free file transfer
- Large file transfers capability
- Digital document request lists
- Guided client experience
- Advanced API integration options
- 97% KBA success rate
- Weekend support availability
- Fillable PDF forms conversion
- eSigning without passwords
- Document tracking and reminders
- Industry-leading customer support
- Cross-references and bookmarks
- AI-generated document requests
- Mobile-friendly interface
- Intuitive user experience
- Workflow automation features.
