Providing a Best-in-Class Experience for Tax Clients

All firms strive to provide the best possible service to their clients. How do firms consistently deliver quality service and a best-in-class tax client experience? Automating the tax process streamlines procedures and gives clients a simple, direct process for reviewing, e-signing, and returning documents.

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Eliminate Pain Points with One Automation Solution

Imagine the frustrations awaiting your clients if they are still receiving a paper client organizer or a PDF version that requires them to print, complete, and scan to return. Are you requiring them to remember multiple usernames and passwords each year because your firm is utilizing multiple solutions for different steps in the tax engagement? ?

Bring everything your firm needs under one dashboard with a single automation solution that addresses all these pain points—on both the firm and client side. Deliver and track all client documents out for signature—from engagement letters and organizers to tax returns, 8879s, and extensions—with the SafeSend Suite?.

Your clients will experience such relief when they only have to keep track of one login. The branded communication they receive from you—coming from the same email address every time—will remove doubts about security since they’ll know it’s a valid communication from your firm.

“The SafeSend Suite is safe. It's efficient. It's secure. Clients love it.” — Cathy Dwan, Senior Manager of Operations and Administration, Edelstein + Co., CPA LLP

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Simplify the Gathering Experience

Provide an experience that streamlines the gathering process for your clients and lets them sail through the tedious task of gathering source documents. The SafeSend Organizers? feature of the suite equips firms with the power to provide a document request list, so clients know exactly what they need to supply, and the ability for clients to upload their source documents simply and securely via the SafeSend Exchange? feature. The entire single-solution process is seamless for clients, supplying them with a best-in-class experience.

Empower Business Clients

Automated K-1 distribution within the SafeSend Suite helps firms empower business clients with the ability to send K-1s electronically. Email addresses are auto-populated for K-1 recipients. Clients simply verify, update, or enter e-mail addresses for any recipients who have not received a K-1 in the past then send K-1s via email.

“We loved the K-1 delivery options for large partnerships with the SafeSend Suite.” — Liz Belcher, Partner, Sponsel CPA Group

Grouped returns is another feature that helps firms deliver the best-in-class tax client experience by saving time and simplifying their processes. The grouped returns feature in the SafeSend Suite provides clients an email with one link to access and sign all of their returns.

Review and Sign Easily—Anytime, Anywhere

Providing clients with a few simple steps to complete their tax return shows you know what they prioritize. Allow your clients to easily review, sign, and return documents and tax returns from any device in any location with the SafeSend Suite. Clients have signed and returned documents on their phone from an airport or from a cruise ship at sea.

Easily give clients the ability to adjust their automatic tax payment reminders, make any required payments directly to the taxing authority by simply clicking on a link, or choose to print vouchers and mail in payment(s). Downloading tax documents or forwarding a copy of the return to a third party is effortless for your clients with the SafeSend Suite. When you anticipate their needs, you provide a best-in-class tax client experience.

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Elevate the Experience for Clients of Any Age

Respect and service are markers of a best-in-class tax client experience. Utilizing an automation solution that provides ease of use for older clients shows them how much you care. Adopt an automation solution that is both simple and comfortable to use. You can both surprise and empower this generation of clients while providing best-in-class tax client experience no matter the age or level of computer literacy.

“We have been able to convert some of our older, non-portal-using clients to using SafeSend.” — Kristin Bain, Senior Firm Manager, HoneyCPA Inc.

Happy Clients are Loyal Clients

Firms comment on the excellent experience that SafeSend helps them consistently provide to their clients. They also know that happy clients are loyal clients. Boost client retention when you roll out the best-in-class tax client experience with the SafeSend Suite.

“With SafeSend, we’ve had nearly 100% positive response from clients,” — Peter Mayolo, Mayolo & Associates LLC

Clients comment on how pleased they are with their SafeSend Suite experience as well:

“Using SafeSend was fast and unbelievably easy. When my accounting firm sent over the tax package, I reviewed and signed on my computer; my wife used her phone. It was seamless. The process for my corporate return was also very fast. I was able to download it, save it, and distribute it easily to the people who need to see it. From my perspective as a business owner, the experience is the best I’ve ever had.” — Jerry Archer, President, Archer Sign Corp, client of 415 Group

The SafeSend Suite helps firms raise the bar on client experience and solve thousands of little workflows for firms along the way. Uncomplicated, direct, easy. The SafeSend Suite makes your life easier by making your client’s life easier.

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About SafeSend?

SafeSend’s mission is to solve real-world firm problems through innovative automation technologies. We help tax and accounting practitioners work more efficiently and serve their clients better, while making their lives easier and work more enjoyable.

SafeSend offers several foundational automation software solutions within the SafeSend Suite?. Our flagship product, SafeSend Returns?, is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms assemble, deliver, and capture e-signatures from clients for completed tax return packages. Visit safesend.com to learn more about our technology solutions.