safesend.comMake Tax Engagements Easier | SafeSend |Tax & Accounting Automation
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Title:Make Tax Engagements Easier | SafeSend |Tax & Accounting Automation
Description:Make every client touchpoint of the tax engagement easier with tax and accounting automation solutions from SafeSend! Schedule a demo to get started.
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Make Tax Engagements Easier | SafeSend |Tax & Accounting Automation Skip to main content Skip to navigation Covid-19 Support Help Center Current Status Live Chat Product Login SafeSend Returns SafeSend Exchange (800) 716-2558 sales@safesend.com (800) 716-2558 Home Solutions SafeSend Suite SafeSend Returns SafeSend Exchange TicTie Calculate Business Process Consulting Pricing Resources Why SafeSend Webinars & Events Firm Education Client Education Supported Tax Systems Technology Partners About Leadership Team Innovation Timeline Careers News Associations Contact Cart SafeSend Solutions for Tax & Accounting: Automation is in our DNA Schedule a Demo Add SafeSend automation solutions to your existing tax compliance software system to speed up manual, labor-intensive tasks at every client touchpoint in the tax engagement life cycle. The SafeSend Suite combined with SafeSend Exchange offers tax and accounting professionals a simple way to reduce the back and forth of client communication through each season of the tax year! Begin your exploration of SafeSend solutions Schedule a demo Keep learning with training & resources Build a System Where Staff Can Work from Anywhere & Clients Have Remote Access In today’s chaotic environment, your firm cannot afford to be inefficient. The tax engagement life cycle can be transformed by building a technology foundation that works in any office or remote situation. From engagement letters and organizers to collecting e-signatures and invoicing, automate each client touchpoint and eliminate tedious tasks that are far too time consuming. Engagement Letters Organizers K-1 Distribution Tax Return Assembly, Delivery & E-Signing Send Tax Prep Invoice & Collect Payment In the next few years, client expectations will revolve around convenience, safety, and experience. As more of your clients work-from-home and require remote services, the need to offer a high-end online experience to differentiate your firm and add value to your services, is critical. Learn about the SafeSend Suite and how a secure, intuitive, and guided online client experience, including 8879 e-signatures, can elevate your firm’s brand image and fortify your client relationships. Award-Winning Solution - Year After Year Your browser does not support the video tag. -- The core of the suite, SafeSend Returns, is a multi-year winner of the CPA Practice Advisor Technology Innovation Award. SafeSend Returns eliminates the manual, labor-intensive elements many tax departments experience producing client-ready tax returns. Schedule a Demo Winner of 3 Technology Innovation Awards More than 50% of Top 300 Firms use SafeSend Returns Nearly 1,000,000 Tax Returns Delivered Annually Earn CPE Credit through Our Complimentary Webinars Join a live SafeSend Webinar and earn CPE. Learn more about how our suite of automation solutions is redefining the way tax professionals are working. Register now . Can’t make it to a live session? View one of our past webinars at your own pace. CPE credit is not available for archived webinar sessions. It Is Time to Automate the Manual, Labor-Intensive Tasks in the Tax Engagement! 1. Schedule a Demo 2. Implement SafeSend Suite 3. Make Staff and Clients Happy What Tax and Accounting Professionals are Saying About SafeSend Solutions “It was very quick to train new staff on the process in SafeSend Returns, as it only takes about 30 minutes to show and explain the entire process.” Jamie Luebbering Wilson Toellner CPA “SafeSend Exchange makes sending and receiving documents easier than any other option out there. We now have a comprehensive set of tools to share data quickly and easily and the clients have had nothing but positive feedback.” Niels Thomas TYS LLP “I recently started work at a new firm that did not use TicTie Calculate. My previous job had used the product, trained us on it, and reaped the benefits. At the new job, without TicTie Calculate, I felt like I was missing my right arm. Working in a paperless environment without TicTie Calculate is cumbersome, frustrating and time consuming. TicTie Calculate makes communication within PDF work paper files much easier – and isn’t that the point?” Carol Milam CPA “It is not often that someone provides the level of service that your team did to get me off and running and responsiveness to my follow up questions were very quick and he is very knowledgeable. At this time of year, efficiency is paramount.” Resa Downs Mike Downs CPA 800-716-2558 sales@safesend.com Home Solutions SafeSend Suite SafeSend Returns SafeSend Exchange TicTie Calculate Business Process Consulting Pricing Cart Resources Why SafeSend Webinars & Events Firm Education Client Education Supported Tax Systems Technology Partners About Leadership Team Innovation Timeline Careers News Associations Contact Legal Policies Returns & Refund Policy Privacy Statement CA Privacy Statement Terms of Use Cookie Policy © 2020 cPaperless, LLC dba SafeSend. All Rights Reserved SafeSend uses cookies in order to enhance your experience on our site. To learn about what cookies are, why we use them, or how to block or remove them, view our Cookie Policy . Accept Website Tracking) --...
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