safe_send_new_300_downloads

SafeSend™ combines the best of email, file sharing and client portal capabilities, in a single solution, right from within the Outlook interface. The Future of File Sharing is here!

Features
  • Outlook add-in allows users to easily transmit small files via e-mail as embedded attachments in password-protected PDF files. Large files can be delivered from within Outlook to an included portal where the recipient can download over an encrypted channel.
  • Common document processing steps like converting Microsoft Office files to PDF, embedding watermarks in PDF files, file encryption, and e-mail preparation are handled by an Outlook add-in.
  • Large files can be prepared in Outlook and then made available to users by way of a portal.
  • Optional SignatureFlow™ service allows users to receive electronically signed forms like engagement letters and some routine forms.
Technical Requirements
  • Microsoft Outlook: Versions 2007, 2010, 2013 or 2016 required
  • Operating Systems: Microsoft Windows Vista, Windows 7, Windows 8 or Windows 10
  • Microsoft .Net Framework: 4.0
  • Internet Connection: Required
  • Internet Browser: Google Chrome, Firefox, Safari 6.0 or higher & Internet Explorer 9 or higher
  • Compatible with Citrix and Terminal Server
Integrations

SafeSend™ can be used with any tax program or document management system.

Live Training

SafeSend Live Training Offer: Join our weekly session Wednesdays @ 1pm ET

  • Click this Link to Join:  https://global.gotomeeting.com/join/461322309
  • Call in at this number:
    • Dial +1 (312) 757-3121
    • Access Code: 461-322-309
Pricing

Plans start at $250 per user, per year (limited to 30 day storage) or $350 per user, per year (unlimited storage), with discounts for multiple users. Portal plans include unlimited clients, bandwidth, data transfer, and storage.

signature_flow_new_300_downloads

SignatureFlow® is the first to market E-Signature application designed specifically for the tax and accounting industry. Now IRS compliant for Form 8879!

Features
  • Documents can easily be signed from anywhere, anytime via a PC, laptop, tablet or smart phone
  • Search, filter and manage documents sent for E-Signature by Engagement Type, Document Type, Tax Year and Partner
  • Real time tracking of the signature status for documents sent by all members of your firm
  • Send reminders and download signed documents from Outlook
  • Document library to store user and firm wide templates
  • Mail Merge and batch processing allows you to send hundreds of documents for E-Signature with the click of a button
  • Unlimited storage & customizable retention policies
  • Firm branding for final document delivery
  • An Adobe Document Cloud eSign services included FREE with SignatureFlow®
Technical Requirements
  • Operating Systems: Microsoft Windows Vista, Windows 7, Windows 8 or Windows 10
  • Microsoft .Net Framework: 4.0
  • Internet Connection: Required
  • Internet Browser: Google Chrome, Firefox, Safari 6.0 or higher & Internet Explorer 9 or Higher
  • Adobe Document Cloud eSign services included FREE with SignatureFlow
  • Compatible with Citrix and Terminal Server
Integrations

SignatureFlow® can be used with any Word or PDF document requiring a signature. These documents can be generated from any tax & accounting or other software solution.

Live Training

SignatureFlow Live Training Offer: Join our weekly session Wednesdays @ 2pm ET

Pricing

There are no monthly service fees to use SignatureFlow® and all members of your firm can install the software for free. Charges apply to each document sent for E-Signature ($1.50 per document). An additional $1.00 per signer charge will apply for KBA.

tic_tie_calculate_new_300_downloads

TicTie Calculate™ makes Acrobat accounting friendly and allows you to easily prepare paperless workpapers from scanned PDF files. Welcome to the digital world!

Features
  • Tickmarks in Red, Blue and Green
  • Tickmark Navigator
  • Digital Calculator Tape with Direct Print to PDF
  • Hyperlinked Cross-References
  • Automated Bookmarking and Repagination
  • Preparer/Reviewer Page Sign-Offs
  • Review Status Summary
  • Digital Ruler
  • Single-Click Page Rotation
  • Multiple Monitor Support
Technical Requirements
  • Adobe Acrobat: Acrobat Standard or Professional Version X or higher IMPORTANT: Acrobat 8 and 9 have compatibility issues and are no longer supported.
  • Operating Systems: Microsoft Windows Vista, Windows 7, Windows 8 or Windows 10
  • Microsoft .Net Framework: 3.5 or higher
  • Internet Connection: Required
  • Compatible with Citrix and Terminal Server
Integrations
  • Drake GruntWorx
  • CCH ProSystems fx Scan
  • Lacerte ProLine Tax Import
  • Thomson Reuters Source Document Processing
Pricing

Pricing starts at $184 per user for the initial purchase with a $60 per user annual renewal. Annual renewals include unlimited customer support and automatic updates to new version releases. Volume discounts apply at 10, 25, 50, 100 and 250+ quantities.

0