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SafeSend Organizers Introduced

SafeSend has introduced an organizer that gives the preparers the ability to send 1040 client organizers electronically. SafeSend Organizers automatically read PDFs from tax preparation packages and converts them to a fillable format.

For the upcoming tax season the orgniazer is available only for CCH Axcess Tax and ProSystem. Support for Thomson’s UltraTax and GoSystem Tax RS and Intuit Lacerte will come in 2021.

SafeSend Returns enables preparers to assemble, deliver and collect e-signatures as part of the 1040 tax preparation process. It can also electronically distribute K-1s to shareholders and partners for completed 1120S and 1065 returns.

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