Send your documents easily with SafeSend
Accounting firm documents require signatures by clients and staff. SignatureFlow® provides firms with an E-Signature solution for all documents.
SafeSend™ is a complete bi-directional document exchange system that is as simple to use as email. Send and receive all client documents with ease.
Adobe Acrobat plug-in that installs an accounting centric toolbar. Catalog and annotate digital PDF files the same way you would in the paper world.
Complimentary CPE Webinars
Learn about the best practices to use in your office
Electronic K-1 Distribution
In this webinar, we will review how K-1’s have historically been distributed and the related issues with those methods. We will review the IRS requirements for electronic K-1 distribution and provide a brief demonstration of SafeSend Returns, the only solution offering automated electronic K-1 distribution.
Using Adobe Acrobat to Prepare 1040 Workpapers
Many tax and accounting firms struggle with making the transition to a paperless office – or find that it takes more time than it should. This webinar will explain and demonstrate how successful firms make the paperless transition by following best practices.
More than 40,000 happy customers
We have fewer tax returns going back to preparers with questions, they find it's easier with TTC to communicate assumptions and calculations within a PDF file. TTC paid for itself within the first few weeks of tax season.
TicTie Calculate worked well for us this past year. We were able to discontinue another popular scanning & bookmarking program and saved over $10k.
TicTie Calculate is one of the most valuable tools I have used for organizing information for tax returns. Last year, I accidentally let my subscription lapse and really discovered how much I have come to depend on it.
I just sent a client something and it was fantastic. It was nearly as fast as just sending an attachment with no security and easier and more efficient than any other way I have ever sent a client a secured attachment. I’m a fan.
The actual processing of the returns through SafeSend Returns was very quick and efficient only taking between 3-5 minutes for the entire process of printing the return to Adobe pdf, uploading to SSR and sending to the client.
- SafeSend Returns and TaxCaddy Announce PartnershipAward Winning Innovation Developers Aim to Improve the Tax Return Process Jointly SafeSend Returns and TaxCaddy Announce Integration Partnership CPA firms are hungry for solutions that improve [...]Read more