SafeSend One Reviews

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.

The program structure for setting up preferences (and finding them) can be a bit confusing.

Getting returns out the door in a timely fashion and saving money on postage. Reliability with the U.S. Postal service has declined substantially over the years and using SafeSend was very reliable.

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 tge user experience for our clients. Could not recommend more highly.

No downside, but I look forward to further CCH Axcess integration.

Tax return delivery and collect client signatures.

.Safe send has people helping people love it

I don't have any dislikes at the moment I am just learning about safe send

I just started using it & am starting to enjoy the benefits of safe send

The security to send a document that has private information.

Nothing I could say I dislike about the program.

Great for privacy and security!

Security and creating less paper waste

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.

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.

The service is quick an easy to use. Chances are you will pick it up very quickly. This tool is very handy for those who are looking to minimizing clutter and are huge fans of doing things digitally.

I realize that the service itself is very convenient despite its seemingly time consuming process (that's on us though". We of course have figured out which of our clients have the preference for the service to see who it works out for better.

The safety feature and the ease of using

found the tablet view cumbersome. Also, the file took a long time to load

Sending proposals and getting signed documents

.I love that it is a bi-directional document exchange system that is as simple to use as email

I had a hard time in the beginning training others

We send classified material to teams so it is important that we use a secure email

.Not one of the top dogs on cloud sharing but a viable option

Not being one of the big names can make some fearful of security

Document storing and sharing

It helps us to prevent the data confidentiality by encrypting it.

There is nothing to dislike about this program.

It is a great way to send the emails to the correct place and goes to the right place and it only gives access to the person of the recipient which makes it a good consideration.

I send some emails to my colleagues and they have been receiving my email without any problems and it gets to them without any problem.