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Stay Up to Date on SafeSend News, Announcements & More

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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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 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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Top 4 Benefits Offered by SafeSend's Work from Home Jobs in India

Monday, Aug 23, 2021

With humble beginnings in the U.S., SafeSend has grown to encompass offices and remote employees around the globe including our award-winning engineering and product development teams in Bangalore (or Bengaluru in the native Kannada language). Often referred to as the Silicon Valley of India, it is home to hundreds of tech compan...

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Speed Up the Tax Return Process by Automating the 'Last Mile'

Tuesday, Aug 17, 2021

The last mile of the tax return process can be a laborious procedure of assembly and delivery that may seem like an uphill battle. SafeSend Returns® automates that last mile of the tax engagement so you don’t feel like you are driving a horse and buggy in a sports-car world. With the introducti...

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Fillable PDF Client Organizer Streamlines Tax Processes

Thursday, Jul 15, 2021

Necessity is the mother of invention. You may have heard this phrase, but there hasn’t been a time in recent history that bred necessity like the pandemic. While the tax and accounting profession has experienced small technological advances over the years, COVID-19 has demanded fast change. Looking back, it’s interestin...

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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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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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