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1 hour
The SafeSend Returns Suite offers optional functionality to tax professionals to address every client touchpoint within the tax engagement. Automate the manual tasks often associated with the back and forth of client communication through each season of the tax year! The core of the suite, SafeSend Returns, is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and fully supports CCH Axcess™, ProSystem fx®, UltraTax CS®, GoSystem® Tax RS, and Lacerte® tax compliance software.
1 hour
SafeSend Exchange is the only document and file delivery solution that offers a client portal, file sharing system, and automated PDF encryption all in one application with direct Microsoft® Outlook® integration or accessibility through the online platform. SafeSend Exchange is the only solution that overcomes the challenge of taxpayers that want their data sent via email. SafeSend Exchange allows a firm to automatically encrypt email attachments right from within Outlook.
30 minutes
TicTie Calculate is the simplest way for accountants to prepare paperless workpapers and source documents from scanned PDF files. Designed specifically for the accounting profession, TicTie Calculate is an Adobe® Acrobat® plug-in that allows you to quickly add calculator tapes, tick marks, cross references, and page signoffs to PDF workpapers. Now you can prepare your digital workpapers just as you would in the paper world!