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What is SafeSend Returns?

SafeSend Returns helps accounting firms digitally assemble, securely deliver, and capture e-signatures from clients for completed tax return packages. SafeSend Returns eliminates the manual, labor-intensive elements many tax departments experience producing client-ready tax returns prepared in CCH Axcess™ Tax and ProSystem fx® Tax, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®.

Additionally, SafeSend Returns offers electronic distribution of K-1s to shareholders and partners for completed 1120-S and 1065 tax returns. This single solution increases firm workflow efficiency, elevates client service, and mitigates security risks, all while driving down the total cost of delivering completed tax returns and capturing e-signatures. Boasting more than fifty percent of the Top 300 accounting firms as users of SafeSend Returns, it is presented by the vendor as the preferred tax return assembly and delivery solution of progressive firms.

Categories & Use Cases

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Product Demos

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo
Supported CountriesUnited States
Supported LanguagesEnglish

FAQs

What are SafeSend Returns's top competitors?
Canopy and Canopy Practice Management are common alternatives for SafeSend Returns.
Who uses SafeSend Returns?
The most common users of SafeSend Returns are from B2C.