SafeSend One Features, Reviews & Pricing (July 2025)

About SafeSend One

SafeSend One streamlines the tax workflow from start to finish, offering an all-in-one solution to elevate the client experience. This secure, user-friendly platform automates everything from engagement letters and file transfers to organizers, eSignatures, tax return assembly, and delivery. With its innovative AI-driven gathering capability, SafeSend One simplifies the first mile of the tax return process, saving time and effort for firms. Seamlessly integrating with leading tax vendors and API connections, it ensures a smooth workflow for preparing, reviewing, and delivering client documents. Automate your tax process and enhance efficiency with SafeSend One.

Screenshots & Videos

Pricing

Free Trial Not Available
Offers Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Business Hours, Online

SafeSend One Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Essential Gather Custom

Features

Next Gen Gather AI
Organizers
eSignatures
Secure File Transfer
Client Portal

Essential Deliver Custom

Features

Tax Returns
eSignatures
Extensions
Secure File Transfer
Client Portal
In-Office eSign

Premium Custom

Features

Tax Returns
eSignatures
Extensions
Secure File Transfer
Client Portal
In-Office eSign
Next Gen Gather AI
Organizers
Letter Builder (New)
API Connections
TicTie Calculate PDF Tool

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 25/07/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about SafeSend One Pricing