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SafeSend Logo

Accounting practice management software

Table of Contents

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SafeSend - 2026 Pricing, Features, Reviews & Alternatives

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SafeSend overview

What is SafeSend?

SafeSend is an accounting practice management software that helps practitioners automate tax and accounting operations. The platform enables administrators to share electronically fillable organizers with clients and capture digital signatures.

Managers can send vouchers and estimated payment reminders to customers, collect tax preparation fees, and generate invoices. SafeSend allows teams to email encrypted tax documents to bank authorities. Supervisors can also prepare and review electronic PDF workpapers on a unified interface.

SafeSend lets businesses automatically assemble and group transmittals as well as payment vouchers. Operators can also capture client details and track various steps of tax returns on a centralized dashboard.

Starting price

Free

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SafeSend’s user interface

Ease of use rating:

SafeSend reviews

Overall rating

4.0

/5

1

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10
Rating distribution

5

4

3

2

1

0

1

0

0

0

SafeSend's key features

Most critical features, based on insights from SafeSend users:

Document management
For accountants

All SafeSend features

Features rating:

Accounting
Client management
Data import/export
Electronic payments
For cpa firms
Reminders
Timer
Workflow management

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SafeSend pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about SafeSend price and value

Value for money rating:

SafeSend integrations (1)

Top integrations

SafeSend 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
Videos
Documentation
Live Online

SafeSend FAQs

Q. What type of pricing plans does SafeSend offer?

SafeSend has the following pricing plans:
Free Trial: Available | (No Credit Card required)

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Q. Who are the typical users of SafeSend?

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


Q. What languages does SafeSend support?

SafeSend supports the following languages:
English


Q. Does SafeSend support mobile devices?

SafeSend supports the following devices:
Android, iPad, iPhone


Q. Does SafeSend offer an API?

No, SafeSend does not have an API available.


Q. What other apps does SafeSend integrate with?

SafeSend integrates with the following applications:
UltraTax CS


Q. What level of support does SafeSend offer?

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

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