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Stay Up to Date on SafeSend News, Announcements & More

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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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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The Ultimate Work-From-Home Tax Return Tool

Wednesday, Jun 10, 2020

At this point, saying the coronavirus pandemic has changed the way we live and work is a bit like telling somebody water is wet or a jet engine is loud. Every single business has been affected in some way by COVID-19, and tax firms are no exception. The IRS has gone so fa...

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Finding Calm Amidst the Storm: Tax Return Delivery

Thursday, Apr 09, 2020

Here at SafeSend, we are humbled by the feedback we’ve been receiving from customers about how SafeSend Returns is helping them continue to serve clients and keep their practices operational amidst stressful and hectic times. The current environmen...

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Why the 2020s will be About Value-Added Services for Our Profession

Tuesday, Jan 14, 2020

In addition to ringing in the new year, and new decade, January is also the month when predictions arrive en masse. Whether you are following profession news, societal changes, or tech trends – everyone enjoys the reminiscent end-of-decade recaps. Just as surely as the ...

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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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