Integration with Thomson Reuters UltraTax CS and GoSystem Tax RS software makes the tax process easy for firms and clients. Get started with SafeSend!
Make the tax process simpler with SafeSend
Get started by completing the form or giving us a call at 800-716-2558.
An End-to-End Client Experience
A best-in-class client interface, with an intuitive, guided process that does not require a username or password for access.
A consistent staff process across all return types and a consistent client experience through the entire tax engagement (one ecosystem).
Addressing the most frustrating pain points for staff throughout the tax engagement:
Gathering information to start preparation of the return.
Removing client password reset requests (no passwords needed!).
Tracking client progress through review and e-signing.
*May not be available with select tax software.
SafeSend makes the tax engagement easy for your firm AND your clients. Schedule a demo today by filling out the form. Prefer to talk to us directly? Give us a call at 800-716-2558.
Schedule a SafeSend Demo
Learn more about SafeSend and the benefits of the seamless integration with Thomson Reuters tax prep software.
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