SafeSend

TL;DR

• 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.

What is SafeSend?

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.

Key Features

Key Use Cases

• 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.

Who is SafeSend for?

• 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.

Pros

• 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.

Cons

• 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 Information

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.