SaaSipedia

SafeSend One

safesend.com
Accounting Software
Few Days

Automated Tax Workflow, From Intake Through Delivery

How to Replace SafeSend One
Compare:vs Akauntingvs Pandlevs Pilot

Overview

SafeSend One is an end-to-end tax and accounting automation software that streamlines the entire client engagement process from intake through delivery. It integrates seamlessly with leading tax preparation software and automates critical workflows including document gathering, tax return assembly, eSignatures, and payment processing. The platform delivers tax returns in 3-4 minutes and is trusted by 70% of the top 100 tax firms.

Features

20 features across 9 categories

AI(1)

Next Gen Gather AIAIPremium

AI-powered document gathering that eSign engagement letters, questionnaires, and DRLs with automated sorting and processing

Also in: monday.com, Notion, Airtable

Automation(2)

Automated Payment Reminders

Automated reminders for client payments with tracking and reporting

Mail Merge

Mail merge functionality for batch sending of documents like engagement letters

Also in: monday.com, Notion, Airtable

Billing(1)

Invoicing and Billing

Automated invoicing and billing integration within tax return delivery workflow

Also in: Insightly, Airtable, Obsidian

Client Experience(1)

Client Portal

User-friendly portal with auto reminders, centralized task and document management, real-time visibility into client completion status

Also in: ShareFile, Acuity Scheduling, Bidsketch

Document Management(8)

Custom Questionnaires

Create and distribute custom questionnaires to clients with automated tracking

Document Request Lists

Automated generation and management of document request lists for clients

eSignatures

eSign any document with batch processing, mail-merge functionality, and automated deadline reminders

In-Office eSign

eSign capability for in-office processing and document signing

Letter BuilderPremium

Streamline creation, management, and customization of engagement letters for accounting firms

Organizers

Convert PDFs to fillable files with eSign engagement letters and client-specific questionnaires and DRL functionality

Page Sign-offs

Digital page sign-off capability for document review and approval

TicTie Calculate PDF ToolPremium

Digital markup tool with tickmarks, bookmarks, cross-references, and calculator tape functionality

Also in: Litify, Mitratech, Kissflow

Integration(1)

API ConnectionsPremium

Enhanced automation with customizable processes for firm's workflow integration and automation capabilities

Also in: monday.com, Notion, Airtable

Reporting(1)

Tracking and Reporting

Comprehensive tracking and reporting for both clients and firms with real-time visibility

Also in: monday.com, Smartsheet, 1Password

Security(2)

Knowledge Based Authentication (KBA)

Secure authentication method for client portal access without passwords

Secure File Transfer

No login required, encrypted file transfer with client dropbox, single-firm admin, and limitless large file transfers

Also in: Hugging Face, Notion, Airtable

Tax Preparation(3)

Extensions

Send extension packages within 3 minutes with automation, review, eSign, payment reminders, and automated deadline reminders

K-1 Distribution

Automated distribution of K-1 forms to clients with eSign and payment reminders

Tax Return Delivery

Automated tax return delivery within 4 minutes with review, eSign, payment processing, and K-1 distribution capabilities

Pricing

Essential Gather

Custom
  • ✓AI-Powered Next Gen Gather AI
  • ✓Organizers
  • ✓eSignatures
  • ✓Secure File Transfer
  • ✓Client Portal

Essential Deliver

Custom
  • ✓Tax Returns
  • ✓eSignatures
  • ✓Extensions
  • ✓Secure File Transfer
  • ✓Client Portal
  • ✓In-Office eSign

Premium

Popular
Custom
  • ✓Tax Returns
  • ✓eSignatures
  • ✓Extensions
  • ✓Secure File Transfer
  • ✓Client Portal
  • ✓In-Office eSign
  • ✓Next Gen Gather AI
  • ✓Organizers
  • ✓Letter Builder
  • ✓API Connections
  • ✓TicTie Calculate PDF Tool
  • ✓Priority Support

Cost Calculator

Pricing data not available for SafeSend One. Check their website for current pricing.

Build vs Buy

Should you build a SafeSend One alternative or buy the subscription? Estimate based on 20 features.

Buy SafeSend One

Better Value
Monthly costContact Sales
3-year totalVaries
Time to deployDays

Build Your Own

Development cost$12,000
Maintenance$180/mo
3-year total$18,480
Dev time~1 months

Buying SafeSend One saves ~$18,480 over 3 years vs building.

Estimates based on 20 features and a BuildScore of 4/5. Actual costs vary.

Integrations

8 known integrations

CCH AxcessCCH ProSystem fxCPAChargeIntuit LacerteTax StripeTaxCaddyThomson Reuters GoSystem Tax RSThomson Reuters UltraTax CS