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SafeSend Returns is a revolutionary tax return assembly and delivery process unique to the market. We bring you an entirely new system that will leave you wondering why no one has thought of this before.

CPAs and accounting professionals are the unsung heroes of the business world. Behind the scenes expert advisors helping business owners grow and thrive in their community. Although few people see how much time and energy is spent pouring over piles of paperwork into the wee hours of the night.

Tax season is an especially trying time for accountants. Long hours at the office away from family, little sleep and an abundance of stress that can often leave you wondering if all of these long hours are really worth it in the long run. Eventually convincing yourself that it’s not that bad. Often saying, I just have to get through this tax season, and then I will have time to improve upon my process, next year will be different. Year after year this happens until one day you have just accepted it as a normal part of life and the cost of doing business.

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SafeSend Returns has re-invented the tax return assembly and delivery process with a revolutionary product, unlike anything that is currently on the market. This is not just another firm workflow solution or Client Portal. SafeSend Returns is an entirely new system that will destroy the paradigm of the tax return assembly and delivery process and leave you wondering why no one thought of this before. For your firm, it streamlines and simplifies the internal process of assembling, approving, and delivering tax returns. For the taxpayer, it provides a consumer-friendly interface that walks them through their tax return as if they were with you in your office, while incorporating IRS compliant E-Signatures on E-File authorization forms, a payment voucher reminder system and payment collection.

Essentially SafeSend Returns becomes an automated guide through the tax return assembly and delivery process, saving you and your clients time, money, and frustration. In addition to saving time and energy, your entire office will save a great deal of paper ink and postage. Now you become a hero not only to your clients, but to the family that you get to come home early to every night. Not to mention a hero to the environment with all the trees you’ll be saving.

Send Secure Tax Returns With Ease

SafeSend Returns is not just another firm workflow solution or Client Portal. This is an entirely new system that will destroy the paradigm of assembling, approving, and delivering tax returns. SafeSend Returns eliminates wasted paper, ink, postage, and most importantly time. Saving the average firm about $40 per return.

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Streamlines the internal process of assembling, approving, and delivering tax returns

Eliminates the blind spots, allowing you to follow the tax return through every step

Saves you and your clients time, money, and frustration

Saves ink, postage, and paper, which helps save trees and the environment

Incorporates the billing process, so you don’t have to chase payments

Consumer friendly interface that walks them through their tax return

SAVE $40 PER RETURN WITH
less process. more progress.

Organize

SafeSend Returns automatically groups, assembles, and prepares the transmittals, E-File authorization forms, payment vouchers, tax returns, K-1’s and the invoice for electronic delivery and presentation.

Give Instruction

SafeSend Returns allows your staff to follow a step-by-step preparation and review process, and allows them to provide client instructions for each group of documents. Your staff can assemble a standard tax return in just minutes.

One Click Delivery

With a single click of the mouse, the tax return is delivered to the client and presented with clear, easy-to-follow instructions.

Client Approval

Once received, the client can quickly and easily review, approve, sign, and return their E-File forms with an integrated payment feature that eliminates the need to spend time on payment collection.

Reporting

SafeSend Returns reporting feature keeps all information for each client right at your fingertips. Allowing you to track each return every step of the way.

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