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SafeSend Returns has proven to be a versatile solution for individuals and businesses when it comes to filing tax returns, document …
Overview
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…
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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…
Entry-level set up fee?
- $15 per delivered tax returnRequired
For the latest information on pricing, visithttps://safesend.com/pricing.php
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
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Product Details
- About
- Integrations
- Competitors
- Tech Details
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.
SafeSend Returns Features
Tax Reporting & Compliance Features
- Supported: 3rd-Party Software Integrations
- Supported: Tax Data Reporting
- Supported: Tax Exemption Processing
- Supported: Tax Document Management
SafeSend Returns Integrations
- CCH Axcess
- Wolters Kluwer CCH ProSystem fx
- Intuit Lacerte
- UltraTax CS
- GoSystem Tax RS
SafeSend Returns Competitors
SafeSend Returns Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States |
| Supported Languages | English |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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.
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.