SafeSend® offers customizable “Question & Answer” based authentication to eliminate password confusion and give you the high adoption rates you deserve. SafeSend® is now used by more accounting firms than any other file transfer solution in the accounting industry.
How we stack up to other solutions
To maintain compliance with state and expected federal breach of privacy laws, accounting firms must encrypt electronic documents exchanged with taxpayers. Many firms have implemented a traditional client portal to fulfill this requirement. However, client portals have proven to be difficult to implement, hard to train, and a vast number of clients simply won’t adopt them.
SafeSend® has redefined document exchange in the accounting industry. SafeSend® includes all the core file transfer features of traditional Client Portals and File Share Systems (i.e. large file transfer, client drop box, long term storage, etc.). However, SafeSend® is the ONLY system that provides a solution to the 70% of taxpayers that want their data sent via email. SafeSend® allows a firm to automatically encrypt email attachments right from within Outlook.