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Stay Up to Date on SafeSend News, Announcements & More

Lead Edge Capital Partners with SafeSend to Accelerate Workflow Automation Technology for the Tax & Accounting Profession

Tuesday, Apr 06, 2021

SafeSend, a market-leading provider of e-sign and workflow automation technology for certified public accountants (CPAs) and tax preparers, recently announced a partnership with Lead Edge Capital (LEC), a growth-stage investment firm based in New York and Santa Barbara, to accelerate the growth of the SafeSend Suite. Continued Growth at SafeSend ...

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SafeSend Introduces New Branding, Website, and Customer Resources

Thursday, Jan 28, 2021

SafeSend announced today the introduction of new branding consisting of a fresh look and feel, new website, and additional online resources for customers. The brand refresh and new website rolled out in late December 2020 t...

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SafeSend Returns Announces Support of Intuit Lacerte®

Thursday, Aug 20, 2020

SafeSend Returns, the award-winning automated electronic assembly & delivery system from SafeSend, announced support of Intuit Lacerte prepared tax returns. The initial release is fully compatible with 1040, 1041, 1120, 1120s, and 1065 forms. Firms utilizing the In...

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CPA Practice Advisor Magazine Recognizes SafeSend Returns – Again!

Sunday, Aug 02, 2020

SafeSend Returns has been recognized as the winner of the 2020 Tax & Accounting Technology Innovation Award presented by CPA Practice Advisor. This year marks the third win in five years for SafeSend Returns, as the company continues to set the bar for firm workflow and client experience innovation helping to drive the profession forward. The award honors ne...

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Navigating the New Normal of COVID-19 with SafeSend Returns®

Sunday, Mar 15, 2020

Our new reality has forced some major shifts in the tax preparation process both internally and client facing. The completed tax return assembly, delivery & signature process was already a complex workflow, but now with pop-up home offices for staff and clients to be served without in-person meetings, the game has changed. Here are some resource...

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SafeSend Returns Announces Support of GoSystem® Tax RS

Thursday, Nov 14, 2019

SafeSend Returns, the award-winning automated electronic assembly & delivery system announced support of GoSystem Tax RS prepared tax returns. The initial release will support 1040, 1041, 1120, 1120s, and 1065 forms. Firms utilizing the Th...

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SafeSend Returns Announces Support of UltraTax CS®

Thursday, Apr 25, 2019

SafeSend Returns, the award-winning automated electronic assembly & delivery system announced support of UltraTax CS prepared tax returns. The initial release will support 1040s, shortly followed by additional return types: 1041, 1120, 1120s, and 1065. Firms utilizing the Th...

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Automate Tax Processes and Make Busy Season Easier

Wednesday, Jun 16, 2021

Busy season – in the tax and accounting profession, those two words are synonymous with long days, late nights, and short or non-existent weekends. Sometimes that “crunch time” can also mean missed family events and un-walked dogs. Busy season is that ti...

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E-Signing 8879s & Other Documents without Frustration

Wednesday, May 19, 2021

There may never be a tax season that you run to with open arms across a field of wildflowers, but that does not mean you have to dread it or the process of collecting signed 8879s. Believe it or not, it ...

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The Impact of E-Signing and Electronic Signature Solutions on the Tax and Accounting Profession

Wednesday, Apr 07, 2021

The move to a paperless environment and electronic signature solutions in accounting firms has been steady, like the drip of a leaky faucet. Enter the COVID-19 pandemic. Literally overnight that drip became more like Niagara Falls with the majority of society forced out of their offices and into their homes, workin...

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Lead Edge Capital Partners with SafeSend to Accelerate Workflow Automation Technology for the Tax & Accounting Profession

Tuesday, Apr 06, 2021

SafeSend, a market-leading provider of e-sign and workflow automation technology for certified public accountants (CPAs) and tax preparers, recently announced a partnership with Lead Edge Capital (LEC), a growth-stage investment firm based in New York and Santa Barbara, to accelerate the growth of the SafeSend Suite. Continued Growth at SafeSend ...

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4 Tips to Stay Motivated During Tax & Accounting Busy Season

Thursday, Mar 11, 2021

For the Tax and Accounting Profession, tax season makes every day feel like it's Ground Hog day. working long hours with a to-do list that continues to pile up. How do you keep pushing through? Motivation may come in different forms for different people, but useful tips and encouragement along the way, you will see the light at the end of the tax season tunnel.   Here are som...

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6 Mental Health Tips to Help You Survive 2020 Tax Filing Season

Wednesday, Feb 10, 2021

Tax season is upon us (again) and with the additional complications of a global pandemic and government relief programs, it may be the most stressful yet. That is why it is time for the tax and accounting profession to prioritize their personal health. Studies show, men...

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New Client Experience UI for SafeSend Returns

Tuesday, Nov 17, 2020

SafeSend is excited to share that our product managers and engineers have been diligently working on up-coming product enhancements to help you serve clients in a contactless way, while elevating their experience and moving your firm forward. We are proud to announ...

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SafeSend Appoints Scott Fleszar as Chief Executive Officer

Friday, Nov 06, 2020

SafeSend announced today, Scott Fleszar has been appointed Chief Executive Officer, effective immediately. He will assume day-to-day leadership of the business and continue championing operational and growth strategies. Fleszar, a technology ...

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New York Now Allowing Tax Return E-Signing on Certain Forms

Wednesday, Aug 26, 2020

Breaking news was announced in the State of New York this week. Senate Bill S8832 was signed into law by Governor Cuomo, formally allowing tax preparers in New York to file their clients’ state tax returns with an electronic signature. The new amendment takes effect immediately. Below is one section of the amendment, highlig...

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Intelligent Integration Enables Firms to Optimize Tax Processes

Thursday, Jul 23, 2020

SafeSend today announced a strategic agreement with Thomson Reuters® to help tax professionals drive firm efficiency, elevate client service, and eliminate various labor-intensive aspects of completing professional tax preparation engagements. The alliance will have the organizations collaborate to build a tech...

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SafeSend Returns and Rehmann

Thursday, May 24, 2018

A handful of the firm’s offices began using SafeSend Returns on a trial basis leading up to the fall deadlines in 2017. After seeing the ecstatic response of their people using the software, they adopted SafeSend Returns as the default method for delivering returns and collecting signed Forms 8879. “If we have an email...

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SafeSend Returns and Peterson Sullivan

Thursday, May 24, 2018

In the Spring of 2016, the firm underwent a Lean process improvement project over their 1040 tax process and considered using SafeSend Returns to reduce the amount of paper shuffling involved in the process. But, fearing pushback ...

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SafeSend Returns and Sikich LLP

Wednesday, May 23, 2018

During a Lean process improvement project, the firm realized they were spending a lot of time and energy assisting clients with portals and tracking down Forms 8879. For returns that were mailed, the cost of postage kept increasing, and delivery was unreliable. Even worse, clients re...

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