SafeSend Introduces SafeSend Organizers to its Suite of Products

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SafeSend introduced SafeSend Organizers today, the newest solution in the SafeSend Suite lineup. SafeSend Organizers extends the functionality of the SafeSend Returns platform by introducing a digital client organizer solution.

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Now with the release of SafeSend Organizers, our customers can streamline another area and dramatically reduce the turnaround time for getting accurate, completed organizers returned to the firm.

SafeSend introduced SafeSend Organizers today, the newest solution in the SafeSend Suite lineup. SafeSend Organizers extends the functionality of the SafeSend Returns platform by introducing a digital client organizer solution.

Solving a long-time pain point in the tax and accounting profession, SafeSend Organizers gives firms the ability to electronically send 1040 client organizers during the tax engagement. The system automatically recognizes and reads organizer PDFs from tax preparation software systems, and then converts them to a convenient fillable format, allowing clients to complete and return the tax organizer electronically. For the 2020 tax filing season, SafeSend Organizers is available for CCH Axcess™ Tax or CCH ProSystem fx® Tax users only. SafeSend plans to add support for Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte® in 2021.

Steve Dusablon, President and Chief Innovation Officer commented on the release of SafeSend Organizers, “Our customers have asked for this solution and we’ve listened. SafeSend Returns already offers tax practices an automated assembly, delivery, and e-sign collection process. Now with the release of SafeSend Organizers, our customers can streamline another area and dramatically reduce the turnaround time for getting accurate, completed organizers returned to the firm. This is one more step on our product roadmap to round out the suite and reduce or eliminate the manual work associated with all client touchpoints in the tax engagement. This is exciting stuff!”

In addition to the benefits SafeSend Organizers adds year-round, this solution offers an even more positive impact in the current pandemic environment. Firms utilizing SafeSend Organizers can ease worries among clients and staff by offering a new contactless way to send and collect client organizers and upload source documents. No matter where clients are located or where staff are working, SafeSend Organizers makes it easy to send and collect completed organizers, and provide a document upload utility, without ever having to step foot in an office.

SafeSend Organizers is intuitive and familiar to firms and firm clients already using SafeSend Returns. The system guides each taxpayer through the secure online experience so clients can complete and return the client organizer PDF electronically sent. Clients will experience an easy, familiar process and firms will deliver a slick, branded electronic organizer – only enhancing the firm’s image.

SafeSend Organizers is optional, extended functionality that can be enabled through the SafeSend Returns platform. SafeSend Returns is an innovative solution that enables firms to assemble, securely deliver, and collect e-signatures from anywhere to quickly finish the tax preparation client engagements. Additionally, SafeSend Returns offers electronic distribution of K-1s to shareholders and partners for completed 1120S and 1065 returns. It is a single solution to increase workflow efficiency and staff use, elevate client service, and mitigate security risks, all while driving down the total cost of delivering completed tax returns and capturing e-signatures.

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 safesend.com to learn more about our digital solutions.

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Angela Teeple
SafeSend
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