SafeSend will also use the funds to develop sales and marketing. The suite incorporates several parts of the tax workflow process including engagement letters, organizers, return assembly/delivery, e-sign, and extensions

As a stand-alone component, SafeSend Returns features assembly, delivery, and e-signing of prepared returns SageSend Exchange offers  file sharing, client portal capabilities, and encrypted PDFs 

LEC general partner, Brian Neider, and LEC operating partner, Ron Gill, are joining SafeSend’s board of directors as a result of the investment.