SafeSend Launches SafeSend One: Advanced AI-Powered Tools for Tax and Accounting Professionals

Date – 02-Aug-2024

SafeSend Launches SafeSend One with Next Gen Gather AI: Revolutionizing Tax and Accounting Automation

SafeSend, a leader in automation technology for tax and accounting professionals, has unveiled SafeSend One, featuring the innovative Next Gen Gather AI.

As the next evolution in the SafeSend Suite, SafeSend One streamlines the entire tax process, from gathering taxpayer documents and integrating with leading tax preparation systems to delivering tax returns. This all-in-one solution enhances the client experience with its secure, compliant, and user-friendly features, including engagement letters, file transfers, organizers, e-signatures, and tax return assembly and delivery. With over 300 features, SafeSend One aims to eliminate friction in the firm-client interaction.

The highlight of SafeSend One is the introduction of Next Gen Gather AI, available in the new Premium tier. This cutting-edge feature modernizes the initial stages of the tax return process by automating e-signatures, generating questionnaires, and collecting essential documents without relying on traditional organizers. Gather AI utilizes advanced artificial intelligence to create a document request list, categorize uploaded documents, provide real-time status updates, and ensure a smooth document collection process for both firms and clients.

“Our mission is to offer a comprehensive solution that enhances the firm-client experience and simplifies the tax process,” said Andrew Hatfield, SafeSend co-founder and Chief Growth Officer. “SafeSend One and Gather AI showcase our dedication to continuous innovation for our customers.”

Tax and accounting professionals often encounter significant challenges during tax preparation, particularly with document collection. Traditional methods, such as insecure email exchanges, pose risks of data loss and security breaches. Firms must also manage personal information updates, client consent, and engagements involving entities and trusts. SafeSend’s customizable questionnaires and signable documents address these challenges by streamlining the entire document gathering process.

Key Features of Next Gen Gather AI:

• Efficient Document Request Lists: Generate bulk Document Request Lists (DRLs) in seconds, reducing manual effort.
• Enhanced Document Management: Automatically sort and identify common source documents for clients.
• Real-Time Notifications: Receive instant alerts when source documents are uploaded, ensuring timely completion.
• Visibility into Client Status: Monitor client completion status in real-time for effective progress management.

“These new features set a high standard for the ‘Tax Ready’ process,” said Steve Dusablon, SafeSend co-founder and Chief Innovation Officer. “We’re addressing the front-end challenges of tax engagement, enhancing the client experience based on direct feedback from our firms.”

SafeSend One builds on the company’s reputation for intuitive, automated solutions that streamline the entire tax journey. Its secure file exchange, advanced e-signature capabilities, expansive APIs, and integrated tools for tax return assembly and delivery consolidate tech stacks and provide a superior client experience.

Strategic partnerships with industry leaders like Thomson Reuters®, Wolters Kluwer, and Intuit® ensure seamless integrations, enhancing the efficiency and reliability of tax automation processes.

“SafeSend One and Next Gen Gather AI set a new benchmark for automated tax solutions,” said Mathieu Stevenson, SafeSend CEO. “We are committed to driving innovation and equipping our customers with the essential tools to excel in a dynamic environment. SafeSend One™ and Next Gen Gather AI mark a significant advancement for tax professionals, and we are proud to lead the way.”