SafeSend
Overview
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 Pricing
For pricing details: https://safesend.com/pricing.php
Free trial:
Available
Free version:
Not Available
Most Helpful Reviews for SafeSend
1 Review
Linsay
Accounting, 1 employee
Used monthly for less than 12 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
FUNCTIONALITY
4
Reviewed November 2023
SafeSend for tax practice
My experience with SafeSend has been positive and has helped workflow in my tax practice.
PROSI 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.
CONSIt can be cumbersome to get signatures for married couples and it doesn't always work.