SafeSend has become a staple for accounting firms, offering secure file sharing, tax return delivery, e-signatures, and workflow automation—tightly integrated with tools like UltraTax CS and GoSystem Tax RS. It’s a slick solution for streamlining the “last mile” of tax prep, but its custom pricing (often opaque), rigid workflows, and focus on tax-specific tasks can leave small to medium firms wanting more flexibility or affordability. If you’re hunting for a SafeSend alternative in 2025 that fits your budget, team size, or broader needs, you’re in the right spot.
Below are 10 top tools that rival SafeSend in secure file sharing, client collaboration, and workflow efficiency—perfect for accounting firms like yours. Let’s dive in!
Why Look for Alternatives to SafeSend?
SafeSend shines for CPA firms needing a polished tax return delivery process, with features like automated e-signatures and K-1 distribution. But its cost can sting (think custom quotes, not transparent pricing), and its focus is narrow—tax workflows over general firm needs. Small to medium firms might crave lower costs, broader functionality, or less dependency on specific tax software. These alternatives offer fresh options to match your priorities.
1. Tidyflow
Want a SafeSend alternative that blends secure file sharing with practice management for small to medium firms? Tidyflow delivers a robust client portal and top-notch file sharing, alongside task management—all without enterprise-level complexity. It doesn’t import emails like SafeSend’s integrations, but it’s built for teams up to 50 who need a versatile, affordable tool over tax-only focus.
- Best For: Small to medium firms (1-50 users) needing file sharing plus more.
- Key Features: Secure file sharing, client portal, task management.
- Why It Beats SafeSend: Broader functionality, simpler pricing, no tax software lock-in.
2. Karbon
Karbon doubles as a practice management platform with secure file sharing and client collaboration baked in. Priced at $59-$79/user/month, it’s pricier than some but offers a client portal, document management, and email-driven workflows—great if SafeSend’s tax focus feels too narrow.
- Best For: Mid-sized firms (5+ users) wanting an all-in-one.
- Key Features: Client portal, document sharing, email integration.
- Downside: Higher cost, more complex than SafeSend.
3. TaxDome
TaxDome is an all-in-one platform at $50/user/month, with secure file sharing, e-signatures, and a client portal that rivals SafeSend’s. It’s less tax-delivery-specific but broader in scope, making it a strong pick for firms needing flexibility beyond SafeSend’s niche.
- Best For: Tax-focused firms or solo pros seeking versatility.
- Key Features: Secure file exchange, e-signatures, client portal.
- Downside: Less tax-automation depth than SafeSend.
4. Canopy
Canopy’s modular setup includes secure file sharing, client portals, and e-signatures, starting at $40/user/month per feature. It’s more customizable than SafeSend, though costs climb with add-ons. Ideal for firms wanting SafeSend’s client tools with extra options.
- Best For: Firms tailoring their toolkit.
- Key Features: Document management, client portal, e-signatures.
- Downside: Pricing can escalate fast.
5. ShareFile (by Citrix)
ShareFile is a standalone secure file-sharing platform, starting at $10/user/month. It’s simpler than SafeSend, with e-signatures and client portals, but skips tax-specific automation. Perfect for firms needing SafeSend’s security without the tax focus.
- Best For: Firms prioritizing affordable file sharing.
- Key Features: Secure file exchange, e-signatures, client access.
- Downside: No tax workflow automation.
6. Dropbox Business
Dropbox Business offers secure file sharing and collaboration starting at $15/user/month. It’s not accounting-specific like SafeSend, but its simplicity, integrations (e.g., e-sign add-ons), and low cost make it a viable alternative for basic needs.
- Best For: Small firms wanting a familiar, budget option.
- Key Features: File sharing, basic client access, integrations.
- Downside: Lacks SafeSend’s tax workflow polish.
7. Firm360
Firm360 is an all-in-one for small to medium firms at around $45/user/month, with secure document storage and client portals. It’s broader than SafeSend, covering tasks and reporting too—great for firms wanting more than just file delivery.
- Best For: Firms seeking a balanced, growing tool.
- Key Features: Document management, client portal, task tracking.
- Downside: Less tax-specific automation.
8. Encyro
Encyro is a secure file-sharing tool built for accountants, starting at $11/user/month. It offers encrypted file transfers, e-signatures, and client portals—making it a direct SafeSend rival. It’s less tax-workflow-focused but excels in affordability and compliance.
- Best For: Firms needing secure, cost-effective file sharing.
- Key Features: Encrypted file sharing, e-signatures, client portal.
- Downside: No deep tax automation like SafeSend.
9. Egnyte
Egnyte offers enterprise-grade file sharing with client access, starting at $20/user/month. It’s more robust than SafeSend in security and integrations, but lacks tax-specific features—ideal for firms prioritizing data protection over workflow automation.
- Best For: Security-conscious small to medium firms.
- Key Features: Secure file sharing, client access, integrations.
- Downside: Higher cost, less tax focus.
10. SmartVault
SmartVault is built for accountants, with secure file sharing, client portals, and e-signatures starting at $20/user/month. It’s a direct SafeSend competitor, integrating with tools like QuickBooks—perfect for firms wanting a tax-friendly yet broader alternative.
- Best For: Firms needing accounting-specific file sharing.
- Key Features: Secure file exchange, client portal, e-signatures.
- Downside: Less automated tax delivery than SafeSend.
What to Consider When Choosing a SafeSend Alternative
Switching tools requires a clear focus. Here’s what to think about:
- Team Size: Solo or small teams (1-10) can lean on ShareFile or Encyro; medium firms (10-50) might prefer Tidyflow or Karbon.
- Budget: SafeSend’s custom pricing varies—Dropbox or Encyro save cash, while Karbon or Canopy cost more.
- Features: Need tax automation? Stick with SmartVault or TaxDome. Want broader tools? Tidyflow or Firm360 deliver.
- Integrations: SafeSend ties to tax software—Egnyte or SmartVault offer wider compatibility.
Ready to Move Beyond SafeSend?
SafeSend nails tax return delivery, but it’s not the only way to share files or manage workflows. Whether you’re after affordability, flexibility, or a bigger toolset for your small to medium firm, these 10 alternatives shine in 2025. Tidyflow stands out with its client portal and file-sharing strengths, but TaxDome, Encyro, and others bring their own flair.
Tried any of these? Drop your thoughts below—or book a Tidyflow demo to see how it stacks up. Your firm’s next workflow win is waiting!