SafeSend, the leading provider of automation technology for tax and accounting professionals, announced Client Portal, a new feature within its flagship product, SafeSend One™.
Client Portal provides taxpayers with a dashboard to seamlessly manage all tasks and documents throughout the tax lifecycle, addressing key challenges for both firms and their clients.
With straightforward workflows, SafeSend’s portal offers an efficient, organized experience that eliminates the need to juggle multiple systems.
In a major departure from traditional client hubs, SafeSend One’s latest feature prioritizes simplicity. Client Portal facilitates accessibility with a single sign-on and a user-friendly interface, empowering firms to meet their clients’ need for a document management tool that’s comprehensive but also easy-to-use.
This new feature reinforces SafeSend’s commitment to firms, giving them the ability to provide an unrivaled client experience.
“We’ve always focused on simplifying the tax process and delivering a solution where clients can easily access and manage documents and tasks is another example of that.” said Steve Dusablon, SafeSend Co-founder and Chief Innovation Officer.
Client Portal functionality includes:
- Task List: Clients’ to-do items sent by the firm through SafeSend products.
- Document Repository: All files exchanged between client and firm, including both received and uploaded documents. The repository can be downloaded, sorted, and is searchable.
- Unified K-1 Distribution Page: All entities requiring K-1 distributions are displayed on a single page.
- Tax Payment Page: Clients can manage estimated and actual tax payment vouchers for all returns and extensions from a centralized location.
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With its vast document and task management capabilities, as well as its ease of use, the Client Portal feature gives clients further independence and control over their tax journey.
“This tool allows firms to give clients the experiences they expect,” SafeSend Chief Product Officer Adrian Johnson said. “It eliminates client touchpoints at a time when clients have grown accustomed to consumer-grade experiences. SafeSend One helps CPAs meet clients’ expectations.”
Client Portal is available for each tier of SafeSend One at no additional cost.
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Tags: Taxes
