CPACharge + SafeSend Integration: Simplify Tax Workflows and Get Paid Faster

At CPACharge, our mission has always been to help accounting professionals streamline invoicing, enhance client relationships, and improve financial efficiency—especially during the busiest times of the year. We know tax season can be a pressure cooker of deadlines, follow-ups, and manual work. That’s why we’re excited to introduce a powerful new partnership built to simplify everything: the CPACharge and SafeSend One integration.

This collaboration combines the best of both platforms to support smoother tax preparation workflows, more seamless client experiences, and faster payments. Whether you're looking to automate admin tasks, offer modern online payments, or ensure you get paid without constant follow-up, this solution helps your team work faster and smarter.

In this post, we’ll cover:

• What SafeSend One is and how it supports your practice
• How the SafeSend One integration with CPACharge works
• Top benefits for your firm and clients
• How to start simplifying your billing this tax season

What Is SafeSend One?

SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience. SafeSend One™, its flagship product, is a single, secure solution for engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, eSign, and electronic K-1 distribution.

Designed for tax professionals and accounting firms, SafeSend One simplifies workflows and enhances efficiency, creating a seamless experience for both firms and their clients. It eliminates the complexities of fragmented systems, ensuring accuracy, productivity, and unrivaled client experience. SafeSend’s commitment to innovation and excellence in tax management sets SafeSend One apart, making it easier than ever to manage all aspects of tax preparation and filing.

How Does the CPACharge + SafeSend Integration Work?

The SafeSend One integration with CPACharge was designed for simplicity. It embeds CPACharge’s payment functionality directly into your existing SafeSend One process—there is no need to juggle tools or switch between softwares.

Here’s how it works:

1. Gather, collect, and deliver tax return packages via SafeSend One.
2. Clients review, sign, and authorize filings.
3. Payment is collected instantly using CPACharge online payments, which are embedded directly within the workflow.

Your staff won’t have to learn a new system, and your clients get a clear, convenient experience from start to finish. It’s a win-win for everyone involved.

Top Benefits of CPACharge and SafeSend One

Save Time by Streamlining Tax Workflows

Manual processes slow firms down, especially during tax season. With SafeSend One and CPACharge combined, you can eliminate bottlenecks by automating everyday tasks like document delivery, client follow-ups, and payment collection. This frees your staff to focus on high-value client work, not chasing paperwork or checks.

Get Paid Faster Without the Follow-ups

No more waiting days (or weeks) for mailed checks or unanswered invoices. The CPACharge and SafeSend One integration ensures you get paid faster by prompting clients to pay securely online when they approve their returns. No switching systems. No added friction. Just fast, easy, reliable payments.

Delight Clients With Flexible Online Payment Options

Today’s clients expect digital convenience, and your firm should deliver. CPACharge supports credit card payments, ACH transfers, and more, all directly within the SafeSend One experience. Clients don’t need to create logins or navigate separate platforms—they simply sign, pay, and go.

Save Time and Simplify Payments During Tax Season

Tax season doesn’t have to mean long hours and disjointed workflows. The SafeSend One integration with CPACharge helps firms work more efficiently by automating manual tasks, reducing administrative overhead, and improving client satisfaction through easy-to-use online payments.

Ready to take the stress out of billing and payments for tax season? If you’re new to CPACharge, book a demo to see how the integration works in action.

Already a customer? Learn more about the SafeSend One and CPACharge integration and start streamlining your process today.