Wolters Kluwer Referrals

Wolters Kluwer Referrals

Integration with CCH tax prep software makes the tax process easy for firms and clients. Get started with SafeSend!

Make the tax process simpler. Get started by completing the form or giving us a call at 800-716-2558.

Exponential Efficiency with SafeSend

SafeSend enhances the CCH firm and client experience through:

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.

SafeSend makes the tax engagement easy for your firm AND your clients. Learn more about our direct integration with CCH Axcess Tax.

*May not be available with select tax software.

Schedule a SafeSend Demo

Learn more about SafeSend and the benefits of the seamless integration with CCH tax prep software.

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