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SafeSend Innovation Timeline

Automation is in our DNA

We are continuously innovating and bringing to market solutions to keep tax and accounting firms moving forward in the digital world. Our proven track record of advancements and award-winning technologies is how you know that we are never content to stand still. SafeSend customer feedback is a driving force for improvement as we strive to produce solutions that make our employees proud to say, “I work at SafeSend.”

Select a year from the timeline below to view some of our most notable accomplishments.

  • 2008: Addressing the Profession’s Shift to Paperless
    • TicTie Calculate is released TicTie Calculate is released
  • 2010: Addressing the Profession’s Need for Secure, Large File Transfer
    • SafeSend Exchange is released (known then as CPA SafeMail and later SafeSend) SafeSend Exchange is released
  • 2012: Anticipating the IRS’s Acceptance of E-Signatures on Tax Forms
    • SignatureFlow is released (known then as CPA SafeSign) SignatureFlow is released
  • 2016: Automating Tax Return Assembly, Delivery, and E-Sign
    • SafeSend Returns is released, including the intuitive and guided Client Experience SafeSend Returns is released
    • SafeSend Returns announces support for CCH Axcess and ProSystem fx® prepared returns
    • SafeSend Returns releases electronic K-1 distribution feature
    • SafeSend Returns releases Automated Payment Reminders feature
    • SafeSend Returns wins the CPA Practice Advisor Technology Innovation Award
  • 2017: Expanding the Capabilities of SafeSend Returns Based on Feedback
    • SafeSend Returns releases ERO Signature Stamps feature
    • SafeSend Returns releases Archive Report feature
    • SafeSend Returns releases the ability for the tax professional to see the client’s view
    • SafeSend Returns wins the CPA Practice Advisor Technology Innovation Award (second time)
    • SafeSend Returns delivers 46,000 tax returns (EOY)
  • 2018: Connecting with Technology Partners and Delivering More Robust Automation and Security
    • IP Restriction
    • SafeSend Returns releases Entity E-Sign feature
    • SafeSend Returns announces SurePrep® as a Technology partner and direct integration with TaxCaddy
    • SafeSend Returns delivers 116,000 tax returns (EOY)
    • SafeSend Returns is used by 31% of the Top 100 firms and 29% of the Top 300 firms
  • 2019: Connecting with Our Customers to Make their Work Faster and Easier
    • Single Sign-on (Office® 365)
    • Retention Policy
    • Customizable password policy
    • SafeSend Returns begins automatically recognizing over-payments
    • SafeSend Returns begins allowing the reprocessing of recalled returns
    • SafeSend Returns adds in-product firm usage and return balance dashboard
    • SafeSend Returns announces support for UltraTax CS® and GoSystem® Tax RS prepared returnsSafeSend Returns delivers 247,000 tax returns (EOY)
    • SafeSend Returns is used by 39% of the Top 100 firms and 46% of the Top 300 firms
  • 2020: Automating Every Client Touchpoint throughout the Tax Engagement
    • SafeSend Signatures is released as part of the SafeSend Suite
    • SafeSend Returns releases Tax Return Transaction History feature
    • SafeSend Returns releases Automated Signing Reminders feature
    • SafeSend Returns releases Customized Report Columns feature
    • SafeSend Returns releases Voucher Reminder Report
    • SafeSend Returns releases Download PDF as Alternate Delivery feature
    • SafeSend Returns releases in-product customer notification system
    • SafeSend Returns announces Thomson Reuters as a Technology Partner
    • SafeSend Returns announces support for Intuit Lacerte® prepared returns
    • SafeSend Returns launches new client/taxpayer UI experience
    • SafeSend Organizers is released as part of the SafeSend Suite
    • SafeSend Returns wins the CPA Practice Advisor Technology Innovation Award (third time)