About Us

SafeSend offers award-winning automation technology for tax and accounting firms to provide unrivaled client experience. The SafeSend Suite® is a single, secure platform for engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, e-sign, and electronic K-1 distribution. Thousands of firms save an average of $12K for every 1K returns delivered via SafeSend. This end-to-end tax workflow equips firms to serve their clients with a guided and intuitive experience across all touchpoints, including automated reminders, online payment options, tax return summary—and more—all in one place. The SafeSend Suite currently supports CCH Axcess™ and ProSystem fx®, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®

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