SafeSend One provides an end‑to‑end tax automation platform for accounting firms, integrating with major tax preparation software such as UltraTax CS, CCH Axcess, and Intuit Lacerte. The solution automates intake, document review, return assembly, e‑signatures, and delivery, reducing preparation time by minutes per return and supporting features like AI‑driven data gathering and secure client portals.
Funding
Funding not disclosed
Founders
Product
Problem
Tax and accounting firms spend extensive time manually gathering client documents, coordinating with multiple tax preparation software, and handling repetitive tasks such as e‑signatures, billing, and return assembly, which reduces efficiency and delays delivery.
Solution
SafeSend One provides an end‑to‑end tax workflow automation platform that integrates directly with major tax preparation systems (Thomson Reuters UltraTax, CCH Axcess, Intuit Lacerte, ProSystem fx). The solution automates intake through AI‑driven document requests, organizes client data in a secure portal, and streamlines preparation with digital calculator tapes, tick‑marking, and bookmarking tools. Return assembly and delivery are automated, enabling 3‑ to 4‑minute final delivery, automated K‑1 distribution, invoicing, and payment reminders. Built‑in e‑signature, secure file transfer, and API connections eliminate the need for separate tools, while a client portal provides real‑time status visibility. The platform can be deployed in 3‑4 hours and scales via pay‑per‑return or per‑delivery pricing.
Target Audience
Primary customers are mid‑size to large tax and accounting firms that use UltraTax, CCH Axcess, Lacerte, or similar preparation software and need a unified solution for client intake, document management, and return delivery.
Features
- Direct, native integrations with UltraTax CS®, GoSystem® Tax RS, CCH Axcess™, Intuit Lacerte®, and ProSystem fx® Tax
- Next Gen Gather AI that auto‑generates document request lists, engagement letters, and questionnaires
- Secure, password‑free file transfer and client portal with real‑time completion tracking
- Automated e‑signatures, batch processing, and reminder workflows for engagements, extensions, and returns
- Digital calculator tapes, tick‑marking, bookmarking, cross‑references, and page sign‑offs for efficient document review
- 3‑ to 4‑minute tax return assembly with K‑1 distribution, invoicing, and payment processing
- API and custom integration capabilities for practice management, CRM, and accounting systems