SafeSend 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

SafeSend

4.0

(1)

Pricing

Pricing available upon request

About SafeSend

SafeSend is an accounting practice management software that has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture eSignatures from clients for completed tax return packages.

SafeSend Screenshots

SafeSend Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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SafeSend Features

Popular features found in Accounting Practice Management
Billing & Invoicing
Client Management
Due Date Tracking
For CPA Firms
Project Management
Time Tracking
More features of SafeSend
Accounting
Data Import/Export
Document Management
Electronic Payments
For Accountants
Reminders
Timer
Workflow Management

SafeSend Integrations

UltraTax CS

SafeSend User Reviews

Overall Rating

4.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

4.0

Functionality

4.0

Have you used SafeSend and would like to share your experience with others?

Linsay C.

Verified reviewer

Accounting

Self-Employed

Used monthly for less than 12 months

Review source

Reviewed November 2023

SafeSend for tax practice

My experience with SafeSend has been positive and has helped workflow in my tax practice.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

I utilize the TicTie Calculate feature from SafeSend. It's a great option for documentation on workpapers that is less expensive than other products. The products for sending returns securely and getting signatures are also great for workflow.

Cons:

It can be cumbersome to get signatures for married couples and it doesn't always work.

Showing 1 - 1 of 1 Reviews