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Industry News

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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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...

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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...

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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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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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