SafeSend, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, has released new product features across the SafeSend Suite, further enhancing the experience for both firms and their clients.
ANN ARBOR, Mich., June 9, 2023 /PRNewswire-PRWeb/ -- SafeSend, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, has released new product features across the SafeSend Suite, further enhancing the experience for both firms and their clients.
"SafeSend listens carefully to what our customers have to say," said Steve Dusablon, co-founder and Chief Innovation Officer. "We continually enhance the functionality, stability, reliability, and security across our SafeSend Suite of products based on customer feedback to provide tax and accounting professionals with the best automation solutions. SafeSend empowers firms to provide their clients with an excellent experience while simultaneously eliminating pain points and increasing efficiency within their firm."
Roles Based Access Control (RBAC) improvements allow users to create custom user groups with customizable permissions. Firms can confidently expand the utilization of the SafeSend Suite to other departments within the firm, with the ability to segment user actions by group – thus having control over what their users are allowed to do within the SafeSend Suite.
API enhancements automate the e-sign process by automatically downloading all documents signed in SafeSend Signatures, freeing up time for tax admins to focus on more important work. Document Request List (DRL) advancements provide firms with more efficient document gathering capabilities, including templates for faster sending and up-to-date tracking when requesting and gathering documents from taxpayers.
The most recent expanded SafeSend Exchange functionality adds DRL enhancements including assigning retention periods that begin after the DRL is marked complete, the ability to send reminders with a link to the DRL, the option to receive completion notification, and the ability to reopen completed DRLs – allowing additional documents to be uploaded.
An improved Welcome page and navigation widget provides SafeSend Suite users a single place to access all products, a unified SafeSend product experience, and the ability to navigate across the suite of products easily and efficiently. Augmentations across SafeSend Returns, SafeSend Organizers, SafeSend Signatures and SafeSend Exchange provide further clarity and consistency – resulting in an even further improved taxpayer experience.
"Our customers want to ensure a standardized process with the tools their staff use and a smooth, straightforward experience for their clients," commented Scott Fleszar, Chief Executive Officer. "The latest SafeSend Suite enhancements reflect our commitment to providing powerful automation tools that are simple, efficient, and easy to use for firms of any size."
About the SafeSend Suite®
The SafeSend Suite workflow automation platform offers powerful functionality to tax and accounting professionals to address every client touch point across the tax engagement. Automate the manual tasks often associated with the back and forth of client communication through each season of the tax year!
- Engagement Letters – SafeSend Signatures™
- Client Organizers – SafeSend Organizers™
- Assemble & Delivery – SafeSend Returns®
- Secure File Exchange – SafeSend Exchange™
- Extensions – SafeSend Extensions™
At the core of the suite, SafeSend Returns, a multi-year winner of the CPA Practice Advisor Technology Innovation Award, eliminates the manual, labor-intensive tasks many tax departments experience during the assembly and delivery of client-ready tax returns.
Visit the SafeSend Suite page of our website to learn more about automating your tax engagement workflow and schedule a demo!
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 accounting 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. Additionally, we offer TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals. Visit safesend.com to learn more about our digital solutions.
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Media Contact
Angela Teeple, SafeSend, (734) 418-9836, [email protected]
SOURCE SafeSend
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