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SafeSend Returns® is now available and integrates with Intuit Accountants tax software, making it easy to automate tasks across your tax process including package assembly, delivery, and e-signing.*

SafeSend and Lacerte integrate to deliver more

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SafeSend makes your tax season easier by automating assembly and delivery of the tax package

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One-click action within Lacerte for individual and business returns

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Track client progress in real time

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Only one email address needed for joint returns

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Option to include a tax prep invoice and collect payment

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No client education required to use

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Automated reminders keep things moving

SafeSend offers your clients simplicity

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Step-by-step guide through review, e-signing, and payments

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No account, username, or password needed to access and review the tax return

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Security through dual-factor authentication and an access code

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View on mobile, tablet, or laptop

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One easy-to-access place to complete tax package review

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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.


Available for:
Lacerte  ProSeries

Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access.


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.

For a simpler tax process, schedule a demo today