SafeSend Exchange has redefined secure document transfer in the tax and accounting profession. SafeSend Exchange includes all the core features of traditional client portals and file share systems, such as large file transfer, secure document exchange...
With SafeSend Returns, you have the power to redefine your firm’s entire process surrounding the “last mile” of tax preparation – assembly, delivery, and e-signing. In one fell swoop, you will banish the days of a harried, stressed-out staff scrambling...
A legal and IRS compliant electronic signature solution developed specifically to manage accounting documents and processes. Manages 8879’s and Engagement Letters for preparation, workflow, tracking and E-Sign.
Effective March 11, 2014, the IRS approved e-signatures on Form 8879 through an online revision to Publication 1345.
cPaperless, LLC — CPA SafeMail 3.1800-716-2558 x100www.cPaperless.com From the April 2013 review of client portal systems. Best Fit: Firms who want to use a range of tools to automate the preparation and secure transmission of documents to and from third parties. Firms who want to adopt the CPA SafeSign electronic signature service. Strengths: Outlook add-in […]
2012 was quite a year for the “maturing” of new world technologies in small business accounting, but to be clear, the “new world” is still in the future for most firms and clients.
A large number of accounting firms have shifted to a front-end scanning process. Or they choose to outsource work to tax scan vendors using OCR technology that is only 75% effective. Where does that leave you?
Bi-directional document exchange soultion for accountants. Works through Outlook so adoption rates are high - it works just like email.