SafeSend Reviews & Product Details

SafeSend® provides the tax and accounting profession with automation technologies, helping practitioners improve efficiency and better serve clients. SafeSend offers workflow automation solutions for the tax and accounting profession. The SafeSend Suite™ platform delivers powerful functionality to tax and accounting professionals to address every client touch point across the tax engagement: Engagement Letters – SafeSend Signatures™ Client Organizers – SafeSend Organizers™ Assemble & Delivery – SafeSend Returns® Extensions – SafeSend Extensions™ At the core of the suite, award-winning SafeSend Returns eliminates the manual, labor-intensive elements many tax departments experience producing client-ready returns. Visit safesend.com.

Seller

SafeSend

Discussions

SafeSend Community

Languages Supported

English

Overview by

Andrea Hauser

Pricing

Pricing provided by SafeSend.

Suite Essential

With One-Time Purchase

Suite Preferred

With One-Time Purchase

View More Pricing Information

Top-Rated Alternatives

View All Alternatives

SafeSend Media

SafeSend Demo - SafeSend Suite Home Page

The SafeSend Suite makes an impact across all your tax workflow processes. Gather source documents, collect digital/fillable organizers, assemble and deliver completed tax returns, collect e-signatures, automate signature and payment reminders, distribute K-1s, request firm tax prep fees, and more.

Looking for an Adobe Acrobat plug-in that will help you markup workpapers digitally? TicTie Calculate is the #1 solution to prepare electronic workpapers, specifically for the tax and accounting profession.

SafeSend Demo - SafeSend Organizers (Client Facing)

Automate the gather process of tax prep with SafeSend Organizers. This view is from the client perspective. Send engagement letters, questionnaires, and request source documents.

SafeSend Demo - SafeSend Returns (Client Facing)

Automate the last mile of tax prep with SafeSend Returns. This view is from the client perspective.

SafeSend Demo - SafeSend Returns Client Payment Dashboard

Automatically recognize payment and estimated payment vouchers. This dashboard allows your client to manage payments and easily make payments online

SafeSend Demo - SafeSend Exchange (Firm Facing)

SafeSend Exchange includes core features of traditional file share systems, such as large file transfer and secure document exchange. SafeSend Exchange allows a firm to automatically securely send email attachments right from within Outlook.

G2 reviews are authentic and verified.

Here's how.

Eric W.

Mr.

Small-Business (50 or fewer emp.)

2/26/2026

"SafeSend does not integrate well with UltraTax."

0/5

What do you like best about SafeSend?

Sends reminders to clients to sign Forms and make payments. Review collected by and hosted on G2.com.

What do you dislike about SafeSend?

It promised to make things easier and integrates with UltraTax CS, it does not. By the time you find out about it's too late to get a refund. Review collected by and hosted on G2.com.

Carla S.

Employee

Small-Business (50 or fewer emp.)

4/17/2025

"SafeSend saved our firm so much time this past tax season"

5/5

What do you like best about SafeSend?

Customer service and training is top notch. The 2024 tax season was our initial year so there was more client setup that I'm assuming won't take place next year. Even so, it was easy to do. Quite a few clients commented on how much they liked receiving a digital copy of their returns instead of having to deal with a bunch of paper. The program itself saved our staff countless hours of having to formally prepare clients' returns and respective envelopes for vouchers and even K-1's. Quite honestly, we can't rely on the U.S. Postal Service anymore to deliver clients' returns on time, even locally, so being able to send clients' returns via SafeSend was fast and efficient for most. There were some clients who didn't answer their KBA questions correctly or follow the flow of the review and signing process but that was on them and had nothing to do with any of the instructions that SafeSend sent to them. SafeSend is definitely worth the price and along with saving us postage and shipping charges, it also saved the firm payroll costs because less time was spent getting returns out the door to clients. Hence, there was a lot less overtime hours. Review collected by and hosted on G2.com.

What do you dislike about SafeSend?

The program structure for setting up preferences (and finding them) can be a bit confusing. Review collected by and hosted on G2.com.

Chris H.

Partner, CPA

Small-Business (50 or fewer emp.)

7/24/2024

"Extremely Efficient and Responsive"

5/5

What do you like best about SafeSend?

Safe Send has easily become Best Practice for return delivery and signing. The Safe Send Suite of great products is multiplying rapidly and the Safe Send Customer Service and Product Support teams are incredibly responsive to Accounting Firm needs and tge user experience for our clients. Could not recommend more highly. Review collected by and hosted on G2.com.

What do you dislike about SafeSend?

No downside, but I look forward to further CCH Axcess integration. Review collected by and hosted on G2.com.

Janice A.

Co Manager

Small-Business (50 or fewer emp.)

4/21/2020

"Safe send review"

5/5

What do you like best about SafeSend?

Safe send has people helping people love it Review collected by and hosted on G2.com.

What do you dislike about SafeSend?

I don't have any dislikes at the moment I am just learning about safe send Review collected by and hosted on G2.com.

Verified User in Hospitality

Small-Business (50 or fewer emp.)

9/19/2019

Business partner of the seller or seller's competitor, not included in G2 scores.

"SafeSend the Godsend"

5/5

What do you like best about SafeSend?

Safesend allows me to send important file documents to all our clients in a secure but accurate method. By being able to send tax documents it not only allows us to send them conveniently through the service, it also allows our business to keep a digital copy filed away as well. Review collected by and hosted on G2.com.

What do you dislike about SafeSend?

Since it needs to signed by all clients, it typically can take some time to get the documents completed. Not a lot of our employees/clients have access to computers or even cellphones sometimes which can make them feel excluded. That of course, isn't an issue with Safe Send and is something that we are trying to work on with our clients. Review collected by and hosted on G2.com.

Recommendations to others considering SafeSend:

The service is quick an easy to use. Chances are you will pick it up very quickly. This tool is very handy for those who are looking to minimizing clutter and are huge fans of doing things digitally. Review collected by and hosted on G2.com.

What problems is SafeSend solving and how is that benefiting you?

I realize that the service itself is very convenient despite its seemingly time consuming process (that's on us though". We of course have figured out which of our clients have the preference for the service to see who it works out for better. Review collected by and hosted on G2.com.

Verified User in Accounting

Mid-Market (51-1000 emp.)

9/27/2019

"SafeSend User"

3/5

What do you like best about SafeSend?

I like that I can drag and drop the pages of a return into different categories Review collected by and hosted on G2.com.

What do you dislike about SafeSend?

I dislike that non tax prepares are somewhat required to understand tax. They should not have to know if a payment is being applied or refunded. Review collected by and hosted on G2.com.

Verified User in E-Learning

Small-Business (50 or fewer emp.)

9/17/2019

"A good file sharing system of pdf documents "

3.5/5

What do you like best about SafeSend?

It helps us to prevent the data confidentiality by encrypting it. Review collected by and hosted on G2.com.

What do you dislike about SafeSend?

There is nothing to dislike about this program. Review collected by and hosted on G2.com.

Recommendations to others considering SafeSend:

It is a great way to send the emails to the correct place and goes to the right place and it only gives access to the person of the recipient which makes it a good consideration. Review collected by and hosted on G2.com.

What problems is SafeSend solving and how is that benefiting you?

I send some emails to my colleagues and they have been receiving my email without any problems and it gets to them without any problem. Review collected by and hosted on G2.com.