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SafeSend®

Make tax season easier by automating the entire tax process, from gathering information to delivering tax returns. 

SafeSend® and Lacerte integration:
empowering you and your clients

Drive firm efficiency with an all-in-one solution

  • One-click action within Intuit Lacerte Tax
  • Eliminates the need for multiple software and products
  • Single dashboard for tracking and reporting in real-time
  • No client education required
  • Only one email needed for joint returns
  • New: AI-driven gathering capabilities to save you time
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SafeSend® has a 98% customer satisfaction rating.*

Two hands holding a piece of paper with a red diamond on it.

Deliver an unrivaled, simplified client experience

  • Step-by-step guide through review, e-sign, and payments
  • Secure access without an account, username, or password
  • Returns are available within SafeSend One™ for seven years

How SafeSend works:

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Experience seamless tax workflow integration

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