Tax return assembly & delivery automation

SafeSend Returns

SafeSend Returns, the core of the SafeSend Suite, helps automate your firm’s tax workflow and provides a superior client experience

Maximize firm efficiency with SafeSend Returns

Thomson Reuters has partnered with SafeSend to provide your firm with powerful workflow automation solutions that eliminate labor-intensive tasks and provide a superior client experience.

Using direct integration from UltraTax CS and GoSystem Tax RS, SafeSend Returns allows your firm to standardize workflow across the firm or multiple offices, reduce time and eliminate manual errors, and know where every client is in the review and e-sign process with real-time tracking.

Your clients will enjoy a consistent, easy-to-use interface. No matter what you send – engagement letters, organizers, 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.

What you get with SafeSend Returns

Automate delivery

Automate the assembly and delivery of tax returns for individual, business, and trust returns.

Improved client experience

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

Insights

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

K-1 distribution

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

Grouped returns

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

Get paid

Invoicing and online payment services are part of the process.

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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 5 minutes.

Hear what SafeSend Returns customers are saying

We’re using SafeSend Returns for both business and personal returns in an e-file environment. The client experience is well worth the investment.
Our assembly team loves SafeSend Returns. A simple return could take up to 30 minutes to assemble by paper. Now, all returns, no matter the size, take 5 minutes.
I would absolutely recommend SafeSend Returns, not only for its automated tax return process, but also because of the security.

Tax return assembly & delivery automation

SafeSend Returns

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