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Stay Up to Date on SafeSend News, Announcements & More

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...

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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...

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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...

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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...

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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 ...

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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...

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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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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...

Read More


5 Funny Reasons Firms Still Use Paper in Their Tax Preparation

Monday, Oct 24, 2022

In the age of technology and e-filing, why is paper still a tax preparation standard in some firms? When systems and procedures have been around forever, it can be hard to embrace change. If you recognize any o...

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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...

Read More


The Best Way to Prepare for Tax Season & Avoid Preparation Paradox

Friday, Sep 23, 2022

How does your firm prepare for tax season? Are you doing the same thing as last year, pulling out that dog-eared checklist and ordering boxes and boxes of paper to print your organizers? Have you considered how processes can be improved? Maybe your firm has taken so many steps to try and improve upon old ways that preparing for tax season feels like a juggling act with the number of tools you are using to address each step of the tax engagement. How can you avoid this preparation paradox and best prepare for tax seas...

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Top 4 Factors for Firms to Consider for a Streamlined Workflow

Friday, Aug 26, 2022

When preparing for the tax year ahead, consider these four factors for a streamlined workflow in your firm. Increase the effectiveness of your staff as well as the satisfaction of your clients. Engage a Proven Aut...

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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...

Read More


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...

Read More


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 ...

Read More


Show Me the Money! A Billing Mindset that Embraces Automated Tax & Accounting Workflow

Wednesday, Jul 27, 2022

Most firms have either considered new technology or adopted some form of automation but may not have considered how increased efficiency affects firm billing. While automating manual processes is a step in the right direction for forward-thinking tax and accounting professionals, many firms wonder how they can b...

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Sail Through Implementation of the SafeSend Suite™ Tax Workflow Automation Platform

Thursday, Jun 23, 2022

Implementing new software or technology has historically been an undertaking that took the wind out of a firm’s sails for days or even weeks. The SafeSend Suite workflow automation platform implementation process is simple and fast. In only a matter of ho...

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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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