SafeSend vs. Progress Podio

SafeSend® provides the tax and accounting profession with automation technologies, helping practitioners improve efficiency and better serve clients. SafeSend offers workflow automation solutions for the tax and accounting profession. The SafeSend Suite™ platform delivers powerful functionality to tax and accounting professionals to address every client touch point across the tax engagement: Engagement Letters – SafeSend Signatures™ Client Organizers – SafeSend Organizers™ Assemble & Delivery – SafeSend Returns® Extensions – SafeSend Extensions™ At the core of the suite,

Progress Podio is a flexible, custom collaboration database that enables you to accelerate and simplify your work. An all-in-one solution to accelerate productivity, digitize essential processes, streamline data collection, and automate document workflows in one secure tool. Progress Podio can automate, operationalize, and secure important business and document processes that reduces manual work and increases efficiency. Transform how work is done with versatile forms, powerful data collection, and automated client and document workflows— customized all by you with a few simple clicks.