Stay Up to Date on SafeSend News, Announcements & More
SafeSend Unveils Powerful Product Enhancements and Adds Robust APIs for Seamless Integration
Friday, Jun 09, 2023
SafeSend®, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, has released new product features across the SafeSend Suite®, further enhancing the experienc...
SafeSend Reports Record Platform Usage as Firms Embrace Automation
Wednesday, Apr 26, 2023
SafeSend®, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, reported a record number of engagement letters, 1040 tax organizers, source documents, completed tax returns, and other associated tax files being exchanged between firms and their clients across their SafeSend Suite® platform this tax season. Saf...
SafeSend Announces Leadership Expansion as Company Growth Continues
Monday, Dec 19, 2022
Growth continued throughout 2022 at SafeSend®, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals. Every area of the comp...
Product News: SafeSend Exchange is Now Part of the SafeSend Suite
Tuesday, Nov 01, 2022
SafeSend® announced the addition of SafeSend Exchange™ secure file transfer solution to the SafeSend Suite™ tax workflow automation platform. Now available within the Suite Preferred Pricing Tier, the new SafeSend Exchange release has a completely redesigned look and feel and has brought the power of secure file transfer to the SafeSend Suite, giving clients another consistent experience. “The SafeSend Sui...
SafeSend Embraces Remote and Hybrid Workforce & Values Employees
Friday, Sep 30, 2022
SafeSend has recognized the need to attract and retain talent without geographic boundaries since the company’s founding in 2008. SafeSend’s authentic culture is felt throughout the organization both by the remote and hybrid employees. In a recent company-wi...
SafeSend Announces Grand Opening of Bangalore, India Office
Wednesday, Aug 17, 2022
SafeSend has opened its new office in Bangalore, India. Larger workspaces, a beautiful conference room and spacious reception area combine to create a wonderful environment for the growing product development team. The vibrant and comfor...
SafeSend Returns Wins Fourth CPA Practice Advisor Technology Innovation Award
Monday, Aug 15, 2022
SafeSend, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, announced its flagship solution, SafeSend Returns®, was honored with its fourth T...
2022 SafeSend Summit: Client Centric and Future Focused
Friday, Aug 05, 2022
SafeSend welcomed tax and accounting professionals from across the country to the company’s headquarters for two days of discussion and collaboration during the 2022 SafeSend Summit. Focused on the future ...
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...
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...
SafeSend Unveils Powerful Product Enhancements and Adds Robust APIs for Seamless Integration
Friday, Jun 09, 2023
SafeSend®, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, has released new product features across the SafeSend Suite®, further enhancing the experienc...
Tax Organizer Client Experience Success Stories
Monday, May 15, 2023
SafeSend Organizers™ automates the tax organizer experience for firms and their clients by creating a fillable document clients can complete and return digitally. Just like sliced bread changed the way sandwiches were made, SafeSend Organizers has changed the way information and source documents are gathered. Saving time – and lo...
SafeSend Reports Record Platform Usage as Firms Embrace Automation
Wednesday, Apr 26, 2023
SafeSend®, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, reported a record number of engagement letters, 1040 tax organizers, source documents, completed tax returns, and other associated tax files being exchanged between firms and their clients across their SafeSend Suite® platform this tax season. Saf...
SOS: Save Our Staff! Relieve Accounting Stress With Tax Automation
Thursday, Mar 16, 2023
Tax season can feel overwhelming. However, “Abandon ship!” is not what you want to hear from your staff during the busiest time of the year. What’s the answer to an admin staff drowning in paperwork, tech-stack overload, or countless steps and procedures? Addressing tax and accounting stress with automated solutions alleviates stress and eliminates repetitive manual processes. Automation Lifeline...
Pitch Paper and Make Tax Workflow Automation Wishes a Reality
Friday, Feb 17, 2023
Paper processes are tedious and inefficient. As a result, tax workflow automation has become an increasingly popular solution for tax and accounting firms. Many of the manual steps traditionally associated with preparing and filing taxes can be simplified through automation. Workflow in a firm –...
Hiring Tax and Accounting Interns Who Know Tech
Monday, Jan 23, 2023
Many tax and accounting firms are investing in software and other tools to optimize their processes. When staffing up for busy season, firms can benefit greatly from having interns who understand the latest technologies and can make the most of them. They acclimate quickly...
SafeSend Announces Leadership Expansion as Company Growth Continues
Monday, Dec 19, 2022
Growth continued throughout 2022 at SafeSend®, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals. Every area of the comp...
Two Top Solutions That Help Firms Prepare for Busy Season Accounting Work
Friday, Dec 16, 2022
Anticipating busy season, accounting firms spend time preparing and printing engagement letters and client organizers. Gathering the information and signed documentation required to prepare taxes is an important and necessary step which often monopolizes a significant amount of staffing time. In addition to this...
Address Stress: Don’t Let Accounting Burnout Lead to Quiet Quitting
Wednesday, Nov 30, 2022
While stress may historically be a seasonal expectation in the tax and accounting profession, continuously being overworked can lead to accounting burnout. Implement automation solutions to reduce manual tasks and prevent the feelings that could result in low productivity, quiet quitting, or even resignations. It may seem as though ...
Product News: SafeSend Exchange is Now Part of the SafeSend Suite
Tuesday, Nov 01, 2022
SafeSend® announced the addition of SafeSend Exchange™ secure file transfer solution to the SafeSend Suite™ tax workflow automation platform. Now available within the Suite Preferred Pricing Tier, the new SafeSend Exchange release has a completely redesigned look and feel and has brought the power of secure file transfer to the SafeSend Suite, giving clients another consistent experience. “The SafeSend Sui...
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...
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...
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...