SafeSend Launches Signatures, a complementary document e-Sign Solution to SafeSend Returns

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Award-Winning SafeSend Returns Enhances Functionality with Release of an Advanced e-Sign Add-On

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SafeSend Returns already provides tax practices the sophisticated assembly, delivery, and e-sign solution needed for tax return packages. And now with the release of Signatures, we offer a robust all-in-one tax return and document e-sign solution across the tax practice.

SafeSend announced the launch of Signatures, a document e-sign solution that offers SafeSend Returns users enhanced functionality, workflow convenience, and seamless client engagement.

Signatures is the culmination of development efforts to integrate document e-sign capabilities, including one-off e-sign documents and batch processing/mail merge capabilities supporting engagements letters and other bulk needs, into the SafeSend Returns product offering.

The addition of document e-sign functionality to SafeSend Returns provides firm staff already comfortable using the solution for assembly, delivery, and e-sign of tax returns, an overall more efficient and intuitive experience for capturing e-signatures across all areas of the tax practice. Signatures leverages the e-sign technology built for SafeSend Returns and thus eliminates technology dependencies with 3rd party systems while providing an e-sign platform that will incorporate new features and overall functionality in the future. Firms can further streamline reporting and tracking of documents that require signature, and offer their clients an experience that is familiar, intuitive, and consistent in look-and-feel as well as process. Signatures extends the e-sign capabilities of SafeSend Returns beyond tax return packages to all document types.

Steve Dusablon, President and CEO commented on the release of Signatures, “Offering document e-sign capabilities in SafeSend Returns is a direct result of customer input and feedback. SafeSend Returns already provides tax practices the sophisticated assembly, delivery, and e-sign solution needed for tax return packages. And now with the release of Signatures, we offer a robust all-in-one tax return and document e-sign solution across the tax practice. This helps further SafeSend Return’s mission of being indispensable, practical, and trusted for both the firm and their clients.”

Signatures was released on July 20 and made available to all firms utilizing SafeSend Returns. Firms are enjoying unlimited use of Signatures free of charge through September 15th, 2020. In addition, complimentary training video tutorials and live virtual training sessions for Signatures are being offered. Dusablon added, “We are committed to ensuring our customers get comfortable with Signatures and have resources available to them before making purchase plans.”

SafeSend Returns is an innovative solution that enables firms to assemble, securely deliver, and collect tax return package e-signatures from anywhere to quickly complete tax preparation client engagements. Additionally, SafeSend Returns offers electronic distribution of K-1s to shareholders and partners for completed 1120-S and 1065 tax returns. It is a single solution to increase workflow efficiency, improve staff productivity, 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 Returns
SafeSend Returns, a SafeSend solution, is the multi-year winner of the CPA Practice Advisor Technology Innovation Award. Built on innovative technology, SafeSend Returns has redefined the way accounting firms digitally assemble and deliver tax returns to their clients. SafeSend Returns eliminates the manual and labor-intensive elements many tax departments experience producing client ready tax returns prepared in CCH Axcess™ and ProSystem fx®, Thomson Reuters® UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte® saving firms $40 per return. With over fifty percent of the Top 300 accounting firms using SafeSend Returns, we are the premier tax return assembly and delivery solution of progressive firms.

SafeSend is also the developer of foundational products for the accounting profession including TicTie Calculate and SafeSend, the complete bi-directional document exchange system. Visit safesend.com to learn more about our digital solutions.

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Scott Fleszar
SafeSend
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