SafeSend and Lacerte integrate to deliver more
SafeSend makes your tax season easier by automating assembly and delivery of the tax package
SafeSend makes your tax season easier by automating assembly and delivery of the tax package
One-click action within Lacerte for individual and business returns
Track client progress in real time
Only one email address needed for joint returns
Option to include a tax prep invoice and collect payment
No client education required to use
Automated reminders keep things moving
SafeSend offers your clients simplicity
Step-by-step guide through review, e-signing, and payments
No account, username, or password needed to access and review the tax return
Security through dual-factor authentication and an access code
View on mobile, tablet, or laptop
One easy-to-access place to complete tax package review
Summary page lets clients know they are complete
Additional professional tax software integrations
Extend the functionality of your professional tax preparation software with these time-saving tools.
Intuit Tax Advisor
Included with:
ProConnect Lacerte
The only integrated tax advisory tool where you can access a library of tax strategies to build custom tax plans in minutes, not hours.
Hosting
Available for:
Lacerte ProSeries
Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access.
eSignature
Available for:
ProConnect Lacerte ProSeries
Digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want.
