SafeSend, a provider of automation technology for tax and accounting professionals, has launched SafeSend One, featuring Next Gen Gather AI.
SafeSend One automates the entire tax process, from taxpayer document gathering and integrations with tax preparation leaders to tax return delivery, offering firms an all-in-one solution that provides an unrivaled client experience. This secure, compliant, and user-friendly solution encompasses engagement letters, file transfers, organizers, e-signatures, and tax return assembly and delivery with over 300 features to remove friction from the firm-client experience.
The most exciting feature of SafeSend One is the launch of Next Gen Gather AI, included as part of a new Premium tier package. This groundbreaking innovation modernizes the first mile of the tax return process by streamlining the collection of e-signatures, generating questionnaires, and gathering important documents from taxpayers without the need for traditional organizers. Gather AI leverages advanced artificial intelligence to automatically generate a document request list, identify and categorize uploaded documents, provide real-time visibility into document completion status, and ensure a frictionless document-gathering process for both firm and client.
“Our goal has always been to provide a singular, comprehensive solution that enhances the firm-client experience while simplifying the tax process for firms,” said SafeSend co-founder and Chief Growth Officer Andrew Hatfield. “SafeSend One and Gather AI are the latest demonstrations of our commitment to innovate on behalf of our customers.”
Tax and accounting professionals often face significant challenges in the tax preparation process, particularly with document gathering. Many rely on insecure and inefficient email exchanges to request and receive documents, risking data loss and security breaches. Additionally, firms must collect personal information updates, obtain client consent via signatures, and manage engagements involving entities and trusts, not just individuals. Customizable questionnaires and signable documents are also essential for a comprehensive tax document-gathering process, all of which need to be managed in a streamlined and organized manner.
SafeSend’s Next Gen Gather AI feature aims to create a new standard for the “Tax Ready” process by addressing these critical issues. With Gather AI, firms can:
- Bulk generates Document Request Lists (DRLs) in seconds, significantly reducing manual effort.
- Sort and identify common source documents for customers and clients, streamlining document management.
- Receive real-time notifications when source documents are uploaded, keeping clients on track and ensuring timely completion.
- Gain real-time visibility into client completion status, allowing for effective progress monitoring and management.
These features, along with the ability to customize engagements and receive enhanced notifications, position Next Gen Gather AI as a transformative solution for tax and accounting professionals, helping them overcome traditional inefficiencies and deliver exceptional service to their clients.
“We’ve always listened to our firms unconditionally,” said SafeSend co-founder and Chief Innovation Officer Steve Dusablon. “That’s why we’re setting the bar high for client experience. Our customers made it clear the challenges on the front end of the tax engagement process, so we’ve extended our proven approach to address that need.”
SafeSend One builds upon the company’s legacy of providing intuitive, automated solutions that reduce touchpoints and streamline the end-to-end tax journey. The suite’s secure file exchange, enhanced e-signature capabilities, expansive APIs, and integrated tax return assembly and delivery tools ensure that firms can consolidate their tech stacks and provide a high-end experience for clients.
SafeSend One’s comprehensive capabilities are underpinned by strategic partnerships and integrations with industry leaders such as Thomson Reuters®, Wolters Kluwer, and Intuit®. These collaborations ensure seamless integrations that enhance the efficiency and reliability of tax automation processes, ultimately delivering a best-in-class client experience.
“SafeSend One and Next Gen Gather AI redefine the standard for automated tax solutions,” said Mathieu Stevenson, SafeSend CEO. “We’re committed to innovation, ensuring our customers have the tools to thrive in an ever-evolving landscape. SafeSend One and Next Gen Gather AI represent a transformative leap for tax professionals, and we’re proud to lead the way.”
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Tags: Artificial Intelligence, Taxes
