SafeSend® Overview

SafeSend Exchange enables secure file transfers for tax and accounting firms. It is designed for interactions with clients, banks, and financial institutions.

Use Cases

Customers recommend Digital Signature, Document Sharing, Sending & Publishing Communications, as the business use cases that they have been most satisfied with while using SafeSend®.

Other use cases:

  • Content Sharing
  • Rating And Review Management
  • Proposal & Quote Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships is the most popular business priority that customers and associates have achieved using SafeSend®.

Other priorities:

See all business priorities See less business priorities

SafeSend® Use-Cases and Business Priorities: Customer Satisfaction Data

SafeSend® works with different mediums / channels such as Offline. Point Of Sale. and E-Mail.

Reviews

"...Document storing and sharing...." Peer review by User

Popular Business Setting

for SafeSend®

Top Industries

  • Retail
  • Information Technology and Services
  • Education

Popular in

  • Small Business
  • Large Enterprise
  • Enterprise

SafeSend® is popular in Retail, Information Technology And Services, and Education and is widely used by Small Business, Large Enterprise, and Enterprise.

Comprehensive Insights on SafeSend® Use Cases

What solutions does SafeSend® provide for Digital Signature?

How can SafeSend® optimize your Sending & Publishing Communications Workflow?

SafeSend® Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.69/5 ★

Read Reviews (4)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.69/5 ★

Read Reviews (4)

Software Failure Risk Guidance

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for SafeSend®

Top Failure Risks for SafeSend®

SafeSend News

SafeSend Announces its New Client Portal: A centralized, easy-to-use taxpayer dashboard to simplify document management - PR Web

SafeSend launched a new client portal to help manage tax documents easily with a user-friendly dashboard.

29/10/2024 - source

SafeSend Feeds

Thomson Reuters acquires tax automation company SafeSend for $600M - TechCrunch

Thomson Reuters buys tax automation company SafeSend for $600 million.

01/01/2025 - source

SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience

SafeSend, the leading provider of automation technology for tax and accounting firms, reported an 83% year-over-year product usage growth. Boosted by increased firm and client adoption, additional features within the SafeSend Suite reported massive ... Read More

The post SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience appeared first on SafeSend.

19/03/2024 - source

Busy Season Mental Health: Tax Time Solutions for Accounting Professionals

Fielding yet another client call for a password reset while sending out reminders for estimated tax payment due dates and tracking down e-file authorization forms can feel like the last straw in a long ... Read More

The post Busy Season Mental Health: Tax Time Solutions for Accounting Professionals appeared first on SafeSend.

27/02/2024 - source

SafeSend Profile

Company Name

SafeSend

Company Website

https://safesend.com/

HQ Location

PO Box 1113, Corona del Mar, CA 92625, US

Employees

51-200

Social

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Financials

M&A