Fielding yet another client call for a password reset while sending out reminders for estimated tax payment due dates and tracking down e-file authorization forms can feel like the last straw in a long … Read More
Providing the best possible service to their clients is a top priority for firms of all sizes. What constitutes a best-in-class tax client experience and how can firms deliver quality service consistently and at … Read More
SafeSend®, a leading provider of automation technology solutions for tax and accounting professionals, announced today a new relationship with Intuit Accountants through a direct integration with the Intuit Lacerte® tax preparation software. The initial … Read More
Inefficiencies in the final stretch of tax prep fanned the flame of desire for a more streamlined tax preparation workflow for Scott Gasquoine, Partner at KBCA LLC. He was tired of the constant trading … Read More
Hot topics in 2024 will revolve around artificial intelligence (AI), e-sign to e-file, vendor relations, and an increased focus on the firm-client relationship through remote experiences. Both firms and vendors will be looking for … Read More
SafeSend®, a market-leading provider of automation technology solutions for tax and accounting professionals, today announced it is now a member of Wolters Kluwer’s Marketplace (CCH Marketplace) program with the goal of connecting CCH Axcess™ … Read More
Firms seeking to prioritize efficiency, cost-effectiveness, and security will benefit greatly by adopting tax workflow software that provides automation technology, positioning them for success as well as demonstrating their forward-thinking commitment to clients. When … Read More
SafeSend, a market-leading provider of award-winning technology solutions for tax and accounting professionals, is celebrating its 15th anniversary of solving real-world problems to help practitioners serve their clients better.
Company History
Founded in 2008 … Read More
The processes and communication in your firm have a significant impact on decision making and the client experience. Shifting gears from tax deadlines to preparing for next tax season is predictable and while there … Read More
More than 65% of the Top 500 firms automate their tax process and help eliminate tax season frustration using the SafeSend Suite®. These successful firms first maximized the full range of efficiencies in the … Read More
