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features
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support

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Description

Enhance your productivity and operational efficiency with AdminPulse, allowing your accounting firm to expand while seamlessly adhering to legal requirements. Explore a flexible and intuitive online office management solution specifically designed for your organization. Gain a comprehensive understanding of your clients and tasks within the accounting sector, as every detail regarding your customers is meticulously recorded. With essential tools like task management, payment tracking, and document organization, you will maintain clarity over your office's documentation. Consequently, your administrative tasks will always be streamlined, keeping everything organized and manageable. You can monitor and analyze your productivity over time, utilizing reports to refine your workflows as necessary. With current insights at your fingertips, you will be able to enhance your accounting firm's efficiency further, ultimately saving valuable time. This newfound efficiency empowers you to deliver greater value to your clients, elevating both your practice and customer satisfaction to unprecedented heights. Consequently, your firm is poised for continued growth and success.

Description

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
Adobe Acrobat No 
Adobe Acrobat Sign Yes 
Axis LMS Yes 
Billit Yes 
CCH Axcess Tax No 
CSAM TRIS Yes 
CaseWare Cloud Yes 
Docusign Yes 
Exact Online Yes 
Gmail Yes 
GoSystem Tax RS No 
LexPI Yes 
Microsoft 365 Yes 
Nitro Yes 
POM Applications Suite Yes 
Sage Accounting Yes 
UltraTax CS No 
Vectera Yes 
Zapier Yes 

Integrations

Microsoft Outlook Yes 
Adobe Acrobat Yes 
Adobe Acrobat Sign No 
Axis LMS No 
Billit No 
CCH Axcess Tax Yes 
CSAM TRIS No 
CaseWare Cloud No 
Docusign No 
Exact Online No 
Gmail No 
GoSystem Tax RS Yes 
LexPI No 
Microsoft 365 No 
Nitro No 
POM Applications Suite No 
Sage Accounting No 
UltraTax CS Yes 
Vectera No 
Zapier No 

Pricing Details

€163 per month
Free Trial Yes 
Free Version No 

Pricing Details

For more information check out our pricing page.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

AdminPulse

Country

Netherlands

Website

adminpulse.eu/

Vendor Details

Company Name

SafeSend

Founded

2008

Country

United States

Website

safesend.com

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration No 
Document Management No 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management No 
Version Control No 
Workflow Management No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

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