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SafeSend Logo

Accounting practice management software

SafeSend Pricing, Features, Reviews and Alternatives

SafeSend FAQs

Q. What type of pricing plans does SafeSend offer?

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

These products have better value for money


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

SafeSend product 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.

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

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Why am I seeing this?

SafeSend pricing information

Value for money

4.0

/5

1

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

SafeSend features

Functionality

4.0

/5

1

Total features

7

1 categories

Most valued features by users

Data Import/Export
Document Management
Electronic Payments
Workflow Management
Client Management
For Accountants
For CPA Firms

Functionality contenders

SafeSend users 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

Overall rating contenders

LC
AvatarImg

Linsay C.

Accounting, self-employed

Used monthly for 6-12 months

Review source

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

Share this review:

SafeSend for tax practice

Reviewed a year ago

My experience with SafeSend has been positive and has helped workflow in my tax practice.

Pros

I utilize the TicTie Calculate feature from SafeSend. It's a great option for documentation on workpapers that is less expensive than other products. The products for sending returns securely and getting signatures are also great for workflow.

Cons

It can be cumbersome to get signatures for married couples and it doesn't always work.

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