Automate the Last Mile of the Tax Engagement Process – Assembly, Delivery, and E-Signing

SafeSend Returns is the first and only automated tax return assembly, delivery, tracking and reporting solution available to tax and accounting firms. This single solution increases workflow efficiency, elevates client service, and mitigates risk, all while driving down the total cost of delivering completed tax returns and capturing e-signatures on Form 8879 for all return types.

In this short demo, Shannon Jencks, SafeSend shows you how SafeSend Returns:

· Streamlines the process of assembling, delivering, and e-signing
· Sorts out a mountain of incomplete and unorganized returns
· Eliminates blind spots, allowing you to follow the tax return through every step
· Incorporates the billing process, so you don’t have to chase tax prep payments
· Walks your client through the process, step-by-step with an intuitive client interface

>>LEARN MORE: Schedule Your Personal SafeSend Returns Demo.
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