Name: SafeSend Returns
Author: SafeSend

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

Mobile App Development

Push Notifications

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Embedded Business Intelligence (BI)

Org Chart

Procurement

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

C/C++ Integrated Development Environments

Cloud Storage

Compliance Consulting

Cybersecurity Consulting

Data Virtualization

Dynamic Application Security Testing (DAST)

Electronic Data Interchange (EDI)

Fraud Detection

HTML Editors

IT Service Management (ITSM)

Identity Management

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Network Performance Monitoring

Password Management System

Relational Databases

Remote Monitoring and Management

Software Defined Networking (SDN)

Traffic Switching

Virtual Private Network (VPN)

Virtualization Management

Voice Recognition

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Email Marketing

Heatmap and Session Recording

Landing Page

Marketing Automation

Marketing Resource Management

Mobile Marketing

Presentation

Social Login

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Antivirus

User and Entity Behavior Analytics (UEBA)

Security

Auto Repair

Equation Editors

Insurance Agency Management

Legal Research

Library Management

OSS/BSS (Operations Support/Business Support)

Real Estate Property Management

Vertical-Specific

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Users have commonly recommended the software for its strong focus on privacy and security. They appreciate the quick and easy-to-use service that helps minimize clutter and provides a digital solution. Another common recommendation is sending emails securely to the correct recipients. However, users advise not to expect many additional capabilities beyond security features. It is also recommended to evaluate the needs and risks of the organization before deciding if this software is suitable. Additionally, it is advised to understand the abilities of clients before switching them to eSign.

SafeSend Returns has proven to be a versatile solution for individuals and businesses when it comes to filing tax returns, document management, and secure communication. Users have praised the convenience and hassle-free experience of using SafeSend Returns for filing their tax returns. The software streamlines the process, saving time and effort by eliminating the need for paper forms and mailing. Additionally, users appreciate the ability to store and share documents electronically, reducing paper waste and promoting a more environmentally friendly approach.

One of the key business problems that SafeSend Returns addresses is the need for added security in email communications. Users have found that SafeSend Returns adds an extra layer of protection to outgoing emails containing confidential information. This ensures that sensitive data remains secure and prevents unauthorized access or leaks. The software's secure email feature has been particularly valuable for transmitting classified material within teams and exchanging important documents with clients.

SafeSend Returns also helps businesses effectively manage last-minute changes with clients scattered across different locations. Users have found that they can easily make modifications or updates to documents without causing significant disruptions or delays. This functionality enables seamless collaboration while maintaining accuracy and efficiency in client interactions.

Furthermore, SafeSend Returns facilitates better document management by providing a centralized electronic system. Users appreciate having everything in electronic format as it simplifies sharing confidential documents and memos internally within the organization. This eliminates the need for physical copies and makes it easier to track, organize, and retrieve important files whenever needed.

The software has also proven to be reliable for business communication purposes such as sending proposals and obtaining signed documents. Users have found that SafeSend Returns serves its intended purpose efficiently, providing a seamless platform for professional correspondence. Its reliability contributes to improved productivity, allowing users to focus on their core tasks rather than dealing with technical difficulties or document exchange issues.

Overall, SafeSend Returns addresses various business problems related to tax filing, document management, secure communication, and efficient collaboration. Its user-friendly features provide a convenient solution for individuals and businesses, streamlining processes, enhancing security, and promoting a more sustainable approach to document handling.

Efficiency for Complicated Tax Returns: Several users have found SafeSend Returns to be an efficient tool for filing complicated tax returns in a timely manner. They appreciate how the software simplifies the process, allowing them to complete their filings quickly and accurately.

Secure Document Sharing: Many reviewers have praised SafeSend Returns for its security features. They value the ability to send documents with private information securely, ensuring that sensitive data remains confidential during transmission. The encryption technology used by SafeSend Returns gives users confidence in protecting their files from potential breaches.

Convenience and Ease of Use: Users have highlighted the convenience and ease of use offered by SafeSend Returns. They appreciate being able to drag and drop pages of a tax return into different categories, making document organization more convenient. Additionally, they find the software simple to navigate, comparing its ease of use to email.

Difficult for non-tax preparers: Some users have found SafeSend Returns to be challenging to understand for individuals who are not tax professionals. They mention that the software requires knowledge of specific tax-related information, such as payment application or refunds.

Time-consuming document completion: Several users have mentioned that it can take a significant amount of time to complete documents in SafeSend Returns, as they need to be signed by all clients. This can be a drawback, especially for employees or clients who do not have easy access to computers or cellphones. However, it is important to note that this issue is not exclusive to SafeSend and is being addressed by the company.

Bugs and poor user interface on the client end: Some users have reported experiencing bugs and encountering a poor user interface while using SafeSend Returns. This can make the software cumbersome to use and may require more time and steps for clients when opening an email. Larger organizations may find the tablet view particularly inconvenient. Additionally, one user mentioned that file loading time was lengthy.

Tipalti automates critical financial processes to drive efficiency, including accounts payable, mass payments, procurement, and expenses, all on one global finance automation platform that grows with the organization, automating, de-risking and simplifying finance.

Tipalti

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Premium

SafeSend Returns

Tax Compliance

What a Firm Experiences Using SafeSend Returns

Listen to how implementing SafeSend Returns provides relief to staff at Wiss & Company – especially on tax deadline day. Hear how automated solutions in the SafeSend Suite help the firm provide quick, efficient service to their clients. Learn how SafeSend Returns can enhance the tax engagement for your firm AND your clients by scheduling your demo today.

Schedule your demo here: https://go.safesend.com/safesend-returns-demo

Firm Benefits from Tax Automation | SafeSend Returns | SafeSend

Would you recommend SafeSend Returns?

Positive Impact of Tax Automation | SafeSend Returns | SafeSend

Implementing new software for your firm needs to be simple and efficient. SafeSend Returns can be up and running within just a few hours, with no digital footprint – just log in online and start working! Schedule a demo to see how SafeSend Returns can automate the last mile of tax preparation and make your tax season better. https://www.go.safesend/safesend-returns-demo

What was SafeSend’s Implementation process like for your firm?

538 Hours Saved by Using SafeSend Returns

Tax Automation Benefits Firm at Tax Season | SafeSend Returns | SafeSend

Firm Chose SafeSend Returns® for Client Experience | SafeSend Returns | SafeSend

Tax Automation Benefits Client Too | SafeSend Returns | SafeSend

<p>SafeSend’s
mission is to automate the tax and accounting profession with
innovative, emerging technologies that help practitioners work more efficiently
and serve their clients better. Progressive accounting firms and
tax professionals rely on our unique and robust solutions to make their
lives easier and their work more enjoyable.  </p>

<p>SafeSend
offers several foundational technology solutions for
the tax and accounting profession. Our flagship offering, SafeSend
Returns® is a multi-year winner of the CPA Practice Advisor Technology
Innovation Award and has redefined the way accounting firms digitally
assemble, securely deliver, and quickly capture e-signatures from
clients for completed tax return packages. Additional
tools we offer include, TicTie Calculate®,
an Adobe® Acrobat® plug-in for accounting
professionals, and SafeSend Exchange™,
the secure, bi-directional file exchange
system. Visit <a href="https://safesend.com/" target="_blank" rel="noopener">safesend.com</a> to
learn more about our digital solutions. </p>

SafeSend

Type of tax

A list of the different types of taxes that can be filed using tax compliance software.

Sales and Use Taxes

Software is capable of calculating and filing sales and use taxes.

Cross-border Taxes

Software is capable of calculating and filing taxes, such as customs, across countries.

VAT / GST Taxes

Ability to calculate and manage VAT and GST taxes.

Energy and Fuel Taxes

Ability to calculate and manage energy and/or fuel taxes.

Tax Reporting & Compliance

Activities relating to tax filing, reporting, document management, and exemption certificate processing.

Geolocation for Tax Assessment

Ability to use geolocation, which is more precise than zip codes, for mapping taxes to specific jurisdictions.

3rd-Party Software Integrations

Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.

Tax Data Reporting

Ability to export transaction data for tax filing.

Compliance Administration Management

Ability to facilitate tax preparation, filing, and tax remittances across local, state, and federal jurisdictions.

Tax Exemption Processing

Ability to generate, track, exemption certificates from sales invoices.

Tax Document Management

Collection and storage of tax documents, especially exemption certificates, and ability to retrieve them to use for tax audits.

Complex Tax Scenario Management

Ability to automate handling of tax holidays and other anomalies.

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SafeSend Returns

Overview

What is SafeSend Returns?