Streamline the collection process of organizer information with SafeSend Organizers™

Introducing a new optional feature within the award winning SafeSend Suite that automates the front end of the tax engagement by allowing firms to batch process and digitally send an engagement letter, a client organizer and a document request to 1040 and 1041 clients.

Industry expert Mike Cuffle demonstrates how SafeSend Organizers, recognizes, reads, and prepares PDFs for both the engagement letter and client organizer and streamlines the process of sending to the client. Your static client organizer (printed to PDF from your tax preparation software) is quickly converted to a fillable format, making it easy and convenient for clients to complete and return to you!

>>Learn more about SafeSend and schedule a personal demo. See what customers are saying.

The core of the SafeSend suite, SafeSend Returns, is a multi-year winner of the CPA Practice Advisor Technology Innovation Award.