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Stay Up to Date on SafeSend News, Announcements & More

Introducing SafeSend Extensions, Part of the SafeSend Suite

Thursday, Jan 06, 2022

SafeSend has introduced SafeSend Extensions, allowing tax and accounting firms to digitally send their clients an extension package in less than three minutes. SafeSend Extensions automates the delivery of documents for review, collects signatures if required, provides payment options for vouchers by various taxing authorities, and allows staff to track where clients are in the extension package process. New Functionality i...

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SafeSend Announces Relaunch of TicTie Calculate: Smarter, Faster and More Fluid

Wednesday, Dec 15, 2021

SafeSend has released a new version of TicTie Calculate, the No. 1 electronic workpaper preparation tool for tax and accounting professionals. This intuitive tool, designed with the tax professional in mind, is smarter, faster, and more fluid with updates inspired by customer feedback and a desire to modernize this indispensable tool while maintaining ease of use and practical utility. Looking Back Tic...

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SafeSend Relocates Ann Arbor Headquarters to Support Continued Growth

Friday, Sep 03, 2021

SafeSend, a market-leading provider of workflow automation and client collaboration technology solutions for tax and public accounting professionals, announced today the relocation of its headquarters to 777 E. Eisenhower Pkwy, Ann A...

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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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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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Tax & Accounting Stress Relief with the SafeSend Suite™

Wednesday, May 25, 2022

Stress increases when there are factors out of your control. While you can’t fix the IRS, you can experience tax and accounting stress relief when you automate manual tasks and elevate the client experience with the SafeSend Suite. Three Big Issues Looming de...

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Top 6 Questions Firms Ask About SafeSend’s Workflow Automation Platform

Thursday, Apr 28, 2022

The tax preparation workflow has undergone a significant transformation from an entirely paper process to a digital one in a fairly short period of time. Many firms scrambled to find a solution during the pandemic shutdown and provide a way to service their clients remotely. With the first normal April tax deadline in years still visible in the rearview mirror, taking stock of which systems are wo...

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Tax Season Tips to Make it Through the Final Stretch

Wednesday, Mar 23, 2022

Staying motivated during busy season can be a challenge. It can begin to feel as if you are meeting yourself coming and going as the weeks of putting in long hours drag on. The mounds of work can become overwhelming as the list of engagement letters and e-file authorizations to hunt down grows. Here are three tax sea...

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SafeSend Reviews & Customer Love Reflect Our Company’s Passion

Monday, Feb 14, 2022

Thanks to Valentine’s Day, February is the month that’s known for celebrating love. In the English language, love can cover a gamut of emotions: we love our family or friends, but we can also love pizza or ice cream, sports or a walk in the park. We use the same word t...

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Accounting Stress: 3 Tips to Keep Busy Season from Tying You in Knots

Tuesday, Jan 25, 2022

The saying, “Nothing is certain except death and taxes,” is attributed to Benjamin Franklin. For those in the tax and accounting profession, there are a few things that come with busy season like longer hours and often stress. However, managing acco...

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Introducing SafeSend Extensions, Part of the SafeSend Suite

Thursday, Jan 06, 2022

SafeSend has introduced SafeSend Extensions, allowing tax and accounting firms to digitally send their clients an extension package in less than three minutes. SafeSend Extensions automates the delivery of documents for review, collects signatures if required, provides payment options for vouchers by various taxing authorities, and allows staff to track where clients are in the extension package process. New Functionality i...

Read More


SafeSend Announces Relaunch of TicTie Calculate: Smarter, Faster and More Fluid

Wednesday, Dec 15, 2021

SafeSend has released a new version of TicTie Calculate, the No. 1 electronic workpaper preparation tool for tax and accounting professionals. This intuitive tool, designed with the tax professional in mind, is smarter, faster, and more fluid with updates inspired by customer feedback and a desire to modernize this indispensable tool while maintaining ease of use and practical utility. Looking Back Tic...

Read More


Myth Buster: SafeSend Returns is NOT a Traditional, Complicated Tax Software Implementation

Monday, Nov 15, 2021

The words “software implementation” can send even the most seasoned, even-keeled person running from the room. The reputation of traditional tax software implementation falls somewhere between a cumbersome, lengthy procedure to an overwhelming, daunting task that could make even a rocket scientist cringe. But there are some myt...

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Addressing Accountant Shortage Challenges with Automation Solutions

Wednesday, Oct 20, 2021

From accounting firms to zoos, the struggle to find staff is literally impacting businesses from A to Z. Retailers attempt to hire help for the holiday season while tax and accounting firms scramble to hire admin staff in anticipation of the upcoming busy season. Halloween may be right...

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How Tax Automation Supports a Healthy Lifestyle for Firm Staff & Improves Employee Retention

Monday, Sep 20, 2021

For tax and accounting professionals, the last year and a half has been like riding a roller coaster backwards in the dark – every twist and turn an unknown. Not only that, achieving work-life balance has been next to impossible with each new tax-related hoop to jump through or roadblock to work around. Tax automation is a te...

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SafeSend Returns and Friedman & Huey Associates LLP

Friday, Dec 17, 2021

Last-minute frustrations, particularly close to deadlines, may be a familiar part of doing business for tax and accounting professionals, but Friedman & Huey isn’t satisfied with status quo. They continually striv...

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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 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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