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SafeSend Exchange Logo

The #1 Trusted File Exchange Solution for Tax professionals.

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SafeSend Exchange - 2026 Pricing, Features, Reviews & Alternatives

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SafeSend Exchange overview

What is SafeSend Exchange?

SafeSend Exchange is a solution that overcomes the challenge of serving taxpayers that want their data sent via email. SafeSend Exchange allows a firm to automatically encrypt email attachments from within Outlook.

SafeSend Exchange also offers customizable “question & answer” based authentication to eliminate password confusion and give you the high adoption rates you expect from clients.

Key benefits of using SafeSend Exchange

Allow firms to automatically encrypt email attachments.

Customizable Q&A based authentication to eliminate password confusion.

Starting price


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SafeSend Exchange reviews

Overall rating

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No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

5

4

3

2

1

0

0

0

0

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SafeSend Exchange's features

Authentication
Encryption
File transfer
Messaging

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SafeSend Exchange integrations (4)

SafeSend Exchange support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live rep)
Chat

Training options

Webinars
Live Online
Documentation
Videos

SafeSend Exchange FAQs

Q. Who are the typical users of SafeSend Exchange?

SafeSend Exchange has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

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Q. What languages does SafeSend Exchange support?

SafeSend Exchange supports the following languages:
English


Q. Does SafeSend Exchange offer an API?

No, SafeSend Exchange does not have an API available.


Q. What other apps does SafeSend Exchange integrate with?

SafeSend Exchange integrates with the following applications:
Microsoft Outlook, CCH ProSystem fx, UltraTax CS, Lacerte Tax


Q. What level of support does SafeSend Exchange offer?

SafeSend Exchange offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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