SafeSend Demo

Published by SafeSend

In this on-demand video, join SafeSend as we share ways to increase your firm’s success by easily gathering source documents, collecting digital/fillable organizers, assembling and delivering completed tax returns, collecting e-signatures, automating signature and payment reminders, distributing K-1s, and requesting firm tax prep fees.

The SafeSend Suite®  makes an impact across all your tax workflow processes while providing a 5-star client experience through one platform. No matter the document you’re sending throughout the year, clients access it the same way – increasing both client satisfaction and adoption.

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Related Categories Operational Accounting, Accounting, Accounting Software, Payables and Receivables, Payroll, Revenue recognition, Taxes, Business Software, Enterprise Accounting Software, CRM