• What it is: An AI-powered automation platform designed for tax and accounting firms.
• Primary Benefit: Streamlines the entire tax workflow, from client data gathering and e-signatures to final tax return assembly and delivery.
• Ideal User: Accounting firms, CPAs, and tax professionals who want to reduce manual work and improve client experience.
• Key Feature: Integrates directly with major tax software and uses AI to automate document collection and organization.

• Comprehensive practice management software designed specifically for tax, bookkeeping, and accounting firms
• Combines CRM, workflow automation, client portal, document management, and billing in one platform
• Trusted by 10,000+ firms managing over 3 million clients worldwide
• Features AI-powered tools for document handling and reporting to increase efficiency

SafeSend is an AI-powered workflow automation platform built specifically for tax and accounting professionals. It addresses the core challenge of managing the time-consuming and manual processes involved in the tax engagement lifecycle. Functioning as a comprehensive tax automation solution, the platform automates tasks from client data intake, document gathering, and e-signing to the final assembly and delivery of completed tax returns. By centralizing these tasks and integrating with leading tax preparation software, SafeSend provides a secure and unified system that enhances firm efficiency and provides clients with a modern, user-friendly digital experience.

• Accounting Firms: Firms of all sizes looking to automate their tax workflow and improve operational efficiency.
• CPAs and Tax Preparers: Individual professionals who want to reduce manual data handling and spend more time on high-value advisory services.
• Firm Administrators: Staff responsible for managing client communication, document collection, and the assembly of tax packages.
• Audit Professionals: Teams that need to prepare and manage digital workpapers with tools like tickmarking, bookmarks, and cross-references.

• Deep integration with major professional tax software reduces workflow friction.
• End-to-end automation covers the entire tax lifecycle, from intake to delivery.
• Intuitive client portal simplifies document submission, e-signing, and payments.
• AI-powered document sorting significantly reduces manual data organization.
• Strong customer support with fast response times, including during peak tax season.

• Pricing is not publicly available and requires scheduling a demo with the sales team.
• The platform is highly specialized for tax workflows and may not be suitable for general-purpose document management or broader accounting needs.
• Implementation, while guided, requires a dedicated time investment of several hours to set up and integrate.

Pricing is not publicly available. You must contact their sales team to get a quote and book a demo. SafeSend offers several packages tailored to firm needs:

• Essential Gather: Includes Next Gen Gather AI, Organizers, eSignatures, Secure File Transfer, and the Client Portal.
• Essential Deliver: Includes Tax Returns, eSignatures, Extensions, Secure File Transfer, Client Portal, and In-Office eSign.
• Premium: The complete end-to-end solution. Includes all features from the Gather and Deliver packages, plus the Letter Builder, API Connections, and TicTie Calculate PDF Tool.

• Automating Tax Intake: Use Next Gen Gather AI to send digital organizers and document request lists to clients, with real-time visibility into their progress.
• Streamlining Tax Return Delivery: Automatically assemble and send complete tax packages to clients for review, e-signature, and payment in a single, branded portal.
• Managing K-1 Distribution: Automate the distribution of K-1s to partners and shareholders, saving significant administrative time.

TaxDome is a comprehensive practice management platform specifically designed for tax, bookkeeping, and accounting firms. It consolidates all essential practice management functions into a single, unified system, eliminating the need for multiple disparate tools. The platform addresses the core challenge of managing complex workflows, client relationships, and revenue operations by providing an integrated solution that includes CRM, document management, workflow automation, client portal, billing, and AI-powered features. As an all-in-one accounting practice management solution, TaxDome streamlines operations from client onboarding to payment collection, while maintaining bank-level security and compliance standards.

• AI-Powered Document Management: Automatically tags, categorizes, and renames client documents with high accuracy, eliminating manual filing work and making records instantly searchable.
• Workflow Automation: Pre-built and customizable workflows automate repetitive tasks, track project progress, and ensure nothing falls through the cracks during busy seasons.
• White-Label Client Portal & Mobile App: Provides clients with branded access to documents, secure messaging, and task completion from any device.
• Unlimited CRM & Document Storage: Centralizes all client information, communications, and files in one secure location without storage limitations or per-client fees.
• Integrated Time Tracking & Billing: Tracks billable hours automatically, generates invoices, and accepts payments through integrated processors like Stripe and CPACharge.
• IRS Integration & E-Signatures: Direct access to IRS transcripts and built-in IRS-compliant e-signature functionality streamlines tax preparation and document collection.
• AI-Powered Analytics & Reporting: Generates custom and pre-built reports on firm performance, team productivity, and revenue metrics with AI-assisted search capabilities.
• Team Collaboration Tools: Real-time chat, task assignments, capacity planning, and workload management features keep teams coordinated and productive.

• Solo tax practitioners and CPAs looking to streamline operations
• Small to mid-size accounting firms (2-50 employees)
• Large accounting firms (50+ employees) requiring enterprise-grade features
• Bookkeeping services needing comprehensive client management
• Tax preparation firms handling high volumes during tax season
• Full-service accounting firms offering tax, bookkeeping, and advisory services
• Multi-location firms requiring centralized management across offices

• Tax Season Management: Automated organizers, IRS transcript pulling, and bulk e-signature collection
• Year-Round Bookkeeping Services: Recurring workflows, automated invoice generation, QuickBooks integration
• Client Onboarding Automation: Standardized pipelines for collecting documents, agreements, and payments
• Multi-Office Coordination: Unified client data, team collaboration, and performance tracking
• Advisory Service Delivery: Proposal templates, engagement letters, and structured communication channels
• Document Collection Campaigns: Mass document requests for year-end planning or compliance
• Remote Team Management: Real-time collaboration tools, capacity planning, and workload visibility

• True all-in-one solution reduces overall technology costs
• Unlimited document storage and CRM contacts without per-client fees
• Award-winning client portal and mobile app
• SOC 2 Type II certification ensures enterprise-level security and compliance
• Extensive integrations including QuickBooks, IRS, major tax software, and Zapier
• AI-powered features reduce manual document processing and reporting time
• Active community of 4,000+ members for peer support
• Comprehensive training resources including TaxDome Academy and live bootcamps

• Desktop app only available for Windows
• Some advanced features like AI-powered reporting are only in higher-tier plans

Essentials Plan

• $800/year (1-year commitment)
• $750/year (2-year commitment)
• $700/year (3-year commitment)
• Unlimited CRM built for accounting firms
• Award-winning web portal and mobile app
• Unlimited document storage and e-signatures
• Ready-made automations for workflows
• Secure communication with clients
• Faster payment collection
• Simplified client onboarding
• Unlimited educational resources
• Essential email and chat support for solo practitioners

Pro Plan

Premium Plan

• $1200/year per seat (1-year commitment)
• $1150/year per seat (2-year commitment)
• $1100/year per seat (3-year commitment)
• All Pro features included
• Exceptional TaxDome Client Care
• Bi-annual business reviews
• Direct integrations with client general ledgers