In this on-demand video, join SafeSend as we share ways to increase your firm’s success by
easily gathering source documents, collecting digital/fillable organizers, assembling and
delivering completed tax returns, collecting e-signatures, automating signature and payment
reminders, distributing K-1s, and requesting firm tax prep fees.
The SafeSend Suite® makes an impact across all your tax workflow processes while providing a 5-star client experience
through one platform. No matter the document you’re sending throughout the year, clients access
it the same way – increasing both client satisfaction and adoption.
