Tax return assembly & delivery automation

SafeSend Suite

Automate your firm’s assembly, delivery, and e-signing process and provide a superior client experience

Take the frustration out of tax delivery with SafeSend

Thomson Reuters has partnered with SafeSend to provide your firm with powerful automation solutions that eliminate labor-intensive tasks; make gathering, delivering, and e-signing easy; and ensure exceptional service.

The SafeSend Suite is a single platform for engagement letters, fillable organizers, secure source document gathering and file exchange, extensions, tax return assembly, delivery, e-sign, and electronic K1 distribution. Using direct integration from UltraTax CS and GoSystem Tax RS, the SafeSend Suite allows your firm to standardize workflow across the firm or multiple offices, reduce time, eliminate manual errors, and know where every client is in the review and e-sign process with real-time tracking. Direct integration from the UltraTax CS print menu eliminates drag-and-drop, so returns automatically populate in your SafeSend interface.

Your clients will enjoy a consistent, easy-to-use interface for 1040s, 1041s, 1065s, 1120s, 1120s, 990s, SMLLC return types, and other documents. No matter what you send — engagement letters, organizers, or completed tax packages — the intuitive, step-by-step guided process makes it easy for your clients to complete their tasks so you can file faster.

Awards and Recognition

SafeSend Returns has received CPA Practice Advisor Technology Innovation Awards in 2016, 2017, 2020, and 2022

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What you get with SafeSend Returns

Automated delivery

Assemble and distribute tax returns for individuals, businesses, and trusts automatically.

Improved client experience

Standardize and streamline the client experience when reviewing and signing their tax return.


Offer live tracking and reporting with automated signing and payment reminders.

K-1 distribution

Make secure electronic K-1 distribution to partners and shareholders simple and fast.

Grouped returns

Send multiple returns to one client in one communication with the Grouped Returns feature.


Get paid seamlessly with invoicing and online payment services integrated into the process.


See SafeSend Returns in action

See how SafeSend Returns automates the “last mile” of the tax engagement and reduces the time it takes to assemble, deliver, and collect e-signatures to under five minutes.

Hear what SafeSend Returns customers are saying

David A. Crumbaugh Testimonial Video
We chose SafeSend due to the ease and integration with UltraTax and the look and feel of the deliverable to the client.
Fancher Sargent Testimonial Video
SafeSend is my team's most favorite tool we've implemented in the past three years because of the nice and clean delivery process.
Joyce Anderson Testimonial Video
I would recommend SafeSend because it’s secure, offers a variety of delivery options, and is very simple to use.

Tax return assembly & delivery automation


Learn more about how the direct integration between UltraTax CS or GoSystem Tax RS and the SafeSend Suite makes the tax workflow process at your firm a breeze