Generated from real user reviews
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Eric W.
Small-Business (50 or fewer emp.)
0.0/5
"SafeSend does not integrate well with UltraTax."
What do you like about SafeSend?
Sends reminders to clients to sign Forms and make payments.
Carla S.
Small-Business (50 or fewer emp.)
5.0/5
"SafeSend saved our firm so much time this past tax season"
What do you like about SafeSend?
Customer service and training is top notch. The 2024 tax season was our initial year so there was more client setup that I'm assuming won't take place
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Carla S.
Small-Business (50 or fewer emp.)
5.0/5
"SafeSend saved our firm so much time this past tax season"
What do you like about SafeSend?
Customer service and training is top notch. The 2024 tax season was our initial year so there was more client setup that I'm assuming won't take place
See Related User Reviews
Carla S.
Small-Business (50 or fewer emp.)
5.0/5
"SafeSend saved our firm so much time this past tax season"
What do you like about SafeSend?
Customer service and training is top notch. The 2024 tax season was our initial year so there was more client setup that I'm assuming won't take place
See Related User Reviews
Carla S.
Small-Business (50 or fewer emp.)
5.0/5
"SafeSend saved our firm so much time this past tax season"
What do you like about SafeSend?
Customer service and training is top notch. The 2024 tax season was our initial year so there was more client setup that I'm assuming won't take place
See Related User Reviews
Carla S.
Small-Business (50 or fewer emp.)
5.0/5
"SafeSend saved our firm so much time this past tax season"
What do you dislike about SafeSend?
The program structure for setting up preferences (and finding them) can be a bit confusing.
Sends reminders to clients to sign Forms and make payments. Review collected by and hosted on G2.com.
It promised to make things easier and integrates with UltraTax CS, it does not. By the time you find out about it's too late to get a refund. Review collected by and hosted on G2.com.
Customer service and training is top notch. The 2024 tax season was our initial year so there was more client setup that I'm assuming won't take place next year. Even so, it was easy to do. Quite a few clients commented on how much they liked receiving a digital copy of their returns instead of having to deal with a bunch of paper. The program itself saved our staff countless hours of having to formally prepare clients' returns and respective envelopes for vouchers and even K-1's. Quite honestly, we can't rely on the U.S. Postal Service anymore to deliver clients' returns on time, even locally, so being able to send clients' returns via SafeSend was fast and efficient for most. There were some clients who didn't answer their KBA questions correctly or follow the flow of the review and signing process but that was on them and had nothing to do with any of the instructions that SafeSend sent to them. SafeSend is definitely worth the price and along with saving us postage and shipping charges, it also saved the firm payroll costs because less time was spent getting returns out the door to clients. Hence, there was a lot less overtime hours. Review collected by and hosted on G2.com.
The program structure for setting up preferences (and finding them) can be a bit confusing. Review collected by and hosted on G2.com.
Safe Send has easily become Best Practice for return delivery and signing. The Safe Send Suite of great products is multiplying rapidly and the Safe Send Customer Service and Product Support teams are incredibly responsive to Accounting Firm needs and the user experience for our clients. Could not recommend more highly. Review collected by and hosted on G2.com.
No downside, but I look forward to further CCH Axcess integration. Review collected by and hosted on G2.com.
Safe send has people helping people love it Review collected by and hosted on G2.com.
I don't have any dislikes at the moment I am just learning about safe send Review collected by and hosted on G2.com.
Safesend allows me to send important file documents to all our clients in a secure but accurate method. By being able to send tax documents it not only allows us to send them conveniently through the service, it also allows our business to keep a digital copy filed away as well. Review collected by and hosted on G2.com.
Since it needs to signed by all clients, it typically can take some time to get the documents completed. Not a lot of our employees/clients have access to computers or even cellphones sometimes which can make them feel excluded. That of course, isn't an issue with Safe Send and is something that we are trying to work on with our clients. Review collected by and hosted on G2.com.
I like that I can drag and drop the pages of a return into different categories Review collected by and hosted on G2.com.
I dislike that non tax prepares are somewhat required to understand tax. They should not have to know if a payment is being applied or refunded. Review collected by and hosted on G2.com.
It helps us to prevent the data confidentiality by encrypting it. Review collected by and hosted on G2.com.
There is nothing to dislike about this program. Review collected by and hosted on G2.com.
This app is really easy for filing complicated tax returns in a timely manner Review collected by and hosted on G2.com.
always be careful about the leakage of your data Review collected by and hosted on G2.com.
It makes it easy to avoid sending corporate emails to undesired, external, unsafe recipients. Review collected by and hosted on G2.com.
I couldn't find any email scheduling functions or something similar. Review collected by and hosted on G2.com.
Not one of the top dogs on cloud sharing but a viable option Review collected by and hosted on G2.com.
Not being one of the big names can make some fearful of security Review collected by and hosted on G2.com.
