- Advertisement -
Tuesday, August 9, 2022
- Advertisement -

Introducing SafeSend Extensions, Part of the SafeSend Suite

Must read

ANN ARBOR, Mich., Jan. 6, 2022 /PRNewswire-PRWeb/ — SafeSend announced the release of SafeSend Extensions, allowing tax and accounting firms to digitally send their clients an extension package in less than three minutes. SafeSend Extensions automates the delivery of documents for review, collects signatures if required, provides payment options for vouchers by various taxing authorities, and allows staff to track where clients are in the extension package process.

SafeSend Extensions provides familiarity and comfort for firms and their clients already using SafeSend Returns, and both benefit from the standard experience across the SafeSend Suite platform. Providing seamless automation through the entirety of the tax engagement process makes the need for multiple tools or interfaces for each step of the tax journey obsolete.

“SafeSend Extensions is the final piece that was needed to complete the automation circle we call the Tax Engagement Life Cycle,” explained Steve Dusablon, Co-founder and Chief Innovation Officer. “We wanted to give that full life cycle experience to our customers and SafeSend Extensions was the last workflow. Now, tax and accounting professionals have automation and tracking with every step throughout the tax engagement which standardizes their processes and streamlines, elevates and makes consistent the client experience.”

With the addition of SafeSend Extensions to the suite, firms have a full picture of what is going on with their clients in one dashboard, from the engagement letter all the way through the signed e-file authorization form to release the tax return. Visit https://safesend.com/solutions/safesend-suite.php#safesend-extensions to learn more about SafeSend Extensions.

“Rounding out the SafeSend Suite, SafeSend Extensions completes the circle in the fully automated tax engagement life cycle for tax and accounting professionals and their clients,” commented Scott Fleszar, Chief Executive Officer. “A single platform to make the lives of practitioners easier and deliver a high-end, intuitive client experience.”

The SafeSend Suite platform offers powerful functionality to tax and accounting professionals to address every client touchpoint across the tax engagement. The manual tasks often associated with the back and forth of client communication through each season of the tax year are now fully automated:

  • Engagement Letters – SafeSend Signatures™
  • Client Organizers – SafeSend Organizers™
  • Assemble & Delivery – SafeSend Returns®
  • Extensions – SafeSend Extensions™

Visit https://safesend.com/solutions/safesend-suite.php to learn more about automating the tax engagement workflow.

About SafeSend

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive CPA firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable.

SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit https://safesend.com/ to learn more about our digital solutions.

Media Contact

Angela Teeple, SafeSend, 734-418-9836, angela.teeple@safesend.com




More articles

- Advertisements -

Latest article

- Advertisements -