Learning Center

SafeSend Returns

TaxCaddy supports tax return delivery and invoicing, including dynamic KBA e-signatures for the E-file authorization.

However, some firms already enjoy the smooth delivery experience offered by SafeSend Returns. Good news! TaxCaddy integrates fully with SafeSend Returns to give your clients a seamless experience.

View the 5-minute video below to see what it looks like. You’ll see how your admin establishes the API connection, how your tax professional delivers a return, and how your client receives the return in TaxCaddy.