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Top 10 SafeSend Alternatives & Competitors

(14)4.0 out of 5

If you are considering SafeSend, you may also want to investigate similar alternatives or competitors to find the best solution. Accounting Practice Management Software is a widely used technology, and many people are seeking innovative, quick software solutions with e-signature. Other important factors to consider when researching alternatives to SafeSend include security and documents. The best overall SafeSend alternative is TaxDome. Other similar apps like SafeSend are Canopy, Karbon, DataSnipper, and CPACharge. SafeSend alternatives can be found in Accounting Practice Management Software but may also be in Tax Practice Management Software or Financial Audit Software.

Best Paid & Free Alternatives to SafeSend

  • TaxDome
  • Canopy
  • Karbon

Top 10 Alternatives to SafeSend Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how SafeSend stacks up to the competition, check reviews from current & previous users in industries like Accounting, Higher Education, and Apparel & Fashion, and find the best product for your business.
    #1
  1. TaxDome

    (626)4.7 out of 5
  2. TaxDome combines all of your business tasks and operations into one centralized hub that is easily accessible from anywhere.

    Categories in common with SafeSend:

    Reviewers say compared to SafeSend, TaxDome is:

    Better at meeting requirements
    Better at support
    More expensive
    #2
  3. Canopy

    (440)4.6 out of 5
  4. Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.

    Categories in common with SafeSend:

    Reviewers say compared to SafeSend, Canopy is:

    Better at support
    More usable
    Better at meeting requirements
    Auditi
  5. SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.

    (13)4.7 out of 5
  6. Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process.

    Visit Website

    Reviewers say compared to SafeSend, Auditi is:

    More expensive
    Better at support
    Better at meeting requirements
    Visit Website
    #3
  7. Karbon

    (652)4.8 out of 5
  8. Karbon is an advanced workstream collaboration platform integrated with your email.

    Categories in common with SafeSend:

    Reviewers say compared to SafeSend, Karbon is:

    Better at support
    Better at meeting requirements
    More usable
    #4
  9. DataSnipper

    (200)4.8 out of 5
  10. DataSnipper is an intelligent audit platform within Excel that accelerates the speed and quality of your audit by 10x. Specialized in tests of details, tests of controls, walkthroughs, contract reviews and other audit procedures. Trusted by Deloitte, EY, KPMG, PwC, BDO and other market leaders. Active in 75+ countries and used by over 150.000 auditors.

    Categories in common with SafeSend:

    Reviewers say compared to SafeSend, DataSnipper is:

    More usable
    Better at meeting requirements
    More expensive
    #5
  11. CPACharge

    (76)4.7 out of 5
  12. Online payments designed for CPA firms

    Categories in common with SafeSend:

    Reviewers say compared to SafeSend, CPACharge is:

    Better at support
    Better at meeting requirements
    More usable
    #6
  13. Financial Cents

    (115)4.8 out of 5
  14. Financial Cents help you streamline your workflows, get organized, and manage your team with easy to use accounting practice management software.

    Categories in common with SafeSend:

    Reviewers say compared to SafeSend, Financial Cents is:

    Better at meeting requirements
    Better at support
    More usable
    #7
  15. Suralink

    (81)4.7 out of 5
  16. Suralink allows you to easily manage prepared by client documents. Its features allow you to import lists, template, roll forward, assign and track requests, increase client satisfaction and job realization.

    Categories in common with SafeSend:

    Reviewers say compared to SafeSend, Suralink is:

    Better at meeting requirements
    More usable
    More expensive
    #8
  17. OfficeTools by CARET

    (90)3.6 out of 5
  18. Taking the best of a traditional office work area and digitizing the most familiarly used aspects creates a single WorkSpace. Combining dashboards and data-entry into one screen, users find a uniquely empowering experience where everything is just one-click away. Work in One place, and for teams, Work as One! This experience is what we call, WorkSpace.

    Categories in common with SafeSend:

    Reviewers say compared to SafeSend, OfficeTools by CARET is:

    More expensive
    #9
  19. Uku

    (89)4.7 out of 5
  20. Uku is professional task management and billing software for accountants and service companies

    Categories in common with SafeSend:

    Reviewers say compared to SafeSend, Uku is:

    More expensive
    Better at support
    More usable
    #10
  21. Onvio Firm Management

    (12)3.5 out of 5
  22. A collection of secure cloud-native tools for tax and accounting professionals available through one online platform for effective firm management.

    Categories in common with SafeSend:

    Reviewers say compared to SafeSend, Onvio Firm Management is:

    More expensive
    Auditi
  23. SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.

    (13)4.7 out of 5
  24. Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process.

    Visit Website

    Reviewers say compared to SafeSend, Auditi is:

    More expensive
    Better at support
    Better at meeting requirements
    Visit Website