SafeSend Returns

What is SafeSend Returns?

SafeSend Returns enables accounting firms to digitally assemble completed tax return packages, securely deliver them to clients, and quickly capture e-signatures, streamlining the process and eliminating the manual, labor-intensive elements many tax departments experience. The solution integrates with leading tax preparation software, including CCH Axcess Tax, ProSystem fx Tax, Thomson Reuters UltraTax CS and GoSystem Tax RS, and Intuit Lacerte, to automate the assembly and delivery of finalized tax returns to clients

Highlights

• Integrates with major tax preparation software to digitally assemble completed tax return packages
• Securely delivers tax return packages to clients for review and e-signature
• Streamlines the client signature process, eliminating manual, paper-based workflows
• Supports multiple tax preparation software platforms used by accounting firms