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cPaperless SafeSend Review
Product Snapshot
Product Pricing
Contact vendor directly for pricing information.
Technology
Platform is available as an on-premise solution.
Customer Focus
Vendor works with small and mid-sized businesses in the accounting industry.
Select Customers
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About SafeSend
SafeSend is accounting and document management software designed to work with Outlook to handle tax returns for customers and provides users with a secure document delivery solution. The platform enables users to remain compliant with federal and state encryption standards in order to maintain client confidentiality whenever sending and receiving tax returns, is equipped with a client portal, and provides users with an automated PDF encryption functionality.
The software converts all documents into ZIP and PDF files, enables customers can create their own secure account passwords, and is built with “question and answer”-based account authentication processes. Additionally, the platform enables companies to integrate with Dropbox for customers wanting to opt-out of using e-mail, is equipped to send large files such as QuickBooks documents, and supports the full document workflow including esignatures.
About the Company
cPaperless was founded in 2008 and is headquartered in Dallas, TX.
SafeSend Key Features
- A secure tax document exchange platform that primarily functions in Outlook
- Automatically creates, stores and manages password lists
- Multiple accounting add-ons available
- Client dropbox functionality
- Facilitates watermark and document restriction application
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