Unrivaled End-to-End Client Experience for Firms Using CCH Axcess™ and ProSystem fx®
A one-stop-shop for engagement letters, fillable organizers, secure source document gathering, secure file exchange, tax return assembly, delivery with e-sign, and electronic K-1 distribution.
94%
E-signatures completed within 15 days
6M+
Total tax returns delivered
97%
KBA success rate on 1040 tax returns
Increase Efficiency, Reduce Errors and Save Time
With inclusion in the CCH Axcess™ API Marketplace, firms can effortlessly send completed tax returns to SafeSend with just one click - whether it's for individual submissions or bulk uploads - ensuring that tax returns are readily available for delivery to clients.
"Overall, SafeSend Returns is a great product, and most returns take me 3 minutes to process."
Stephanie Bollinger
Admin at Lurie, LLP | CCH Axcess User
See how firms use SafeSend
"We want anything our clients receive from our firm either coming from our email address or from SafeSend so that they know that it's something that can be trusted. It's easier, rather than receiving it five different ways.”
Melody Young
Administrative Operations Manager
BMSS Advisors & CPAs | CCH Axcess User
Ease Client Frustration with a 97% KBA Success Rate
Say goodbye to password resets and hello to happier clients.
SafeSend delivers a best-in-class client interface, with an intuitive, guided process that does not require a username or password for access. Clients simply receive an automated email with an access link.
Using KBA and two-factor authentication, the client can review, sign and pay their taxes - simplifying the client experience while reducing admin time spent on support.
Effortless E-Sign Process for Firms & Clients
SafeSend firms achieve an impressive 94% e-signature completion rate within just 15 days, empowering you to move forward swiftly.
Whether it's engagement letters, POAs, 8879s, FBARs, or consent forms, SafeSend ensures efficient e-signature collection for all your essential documents.
With capabilities like KBA, automatic placement of signature and date boxes on e-file forms, automated reminders, mail merging, and batch processing, SafeSend is saving firms countless admin hours.
Hear What CCH Axcess™ + SafeSend Customers Have to Say
"I could expect to work 80-hour weeks on deadline weeks, and I don't come anywhere near that now. The admin team works probably 50 hours max, and I come closer to 50 than the rest of them do. So, they're working 45-hour weeks because of SafeSend.”
Melody Young
Administrative Team Coordinator
BMSS Advisors & CPAs | CCH Axcess User
99.9% client experience approval
50% Time saved on every return
44% Reduction in admin hours
BMSS LLC Advisors & CPAs is the second largest locally owned advisory and CPA firm in Alabama. The firm serves clients in the $1 million to $50 million revenue range. Learn how using SafeSend has provided BMSS with peace of mind for their staff and their clients.
Save $12,000 for Every 1,000 Returns
The direct integration between SafeSend One™ and CCH Axcess™ Tax enables firms to quickly import and access their tax returns within minutes, facilitating automated tax assembly, delivery, e-signing and progress tracking for clients.
Ensuring a uniform staff process across all return types, coupled with a consistent client experience, translates to enhanced efficiency in your firm's workflows.
Save Time & Reduce Manual Tasks with Direct Integration
This end-to-end tax workflow equips firms to serve their clients with a guided and intuitive experience across all touchpoints, including automated reminders, online payment options, tax return summary—and more—all in one place.
In addition to automating the information gathering process on the front-end to get tax ready, SafeSend has simplified and automated the last mile of the tax prep engagement with innovation around assembly, delivery and e-signing.
Client feature highlights:
- Secure access without a password
- Digital, fillable organizers
- Secure source document upload
- Tax return summary display
- Automated e-sign & payment reminders
- Electronic K-1 distribution
- And more...
Firm feature highlights:
- Batch deliver engagement letters & organizers
- Secure document transfer
- Document request list delivery
- Single dashboard for tracking & reporting
- Collect invoice payments
- API developer section
- And more...
Automating the tax process with SafeSend gives a single, cloud-based solution for you clients and staff. Eliminate the inefficiencies of patchwork systems. See why thousands of firms trust the award-winning automation technology to provide an unrivaled client experience.
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