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Industry News

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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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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4 Tips to Stay Motivated During Tax & Accounting Busy Season

Thursday, Mar 11, 2021

For the Tax and Accounting Profession, tax season makes every day feel like it's Ground Hog day. working long hours with a to-do list that continues to pile up. How do you keep pushing through? Motivation may come in different forms for different people, but useful tips and encouragement along the way, you will see the light at the end of the tax season tunnel.   Here are som...

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6 Mental Health Tips to Help You Survive 2020 Tax Filing Season

Wednesday, Feb 10, 2021

Tax season is upon us (again) and with the additional complications of a global pandemic and government relief programs, it may be the most stressful yet. That is why it is time for the tax and accounting profession to prioritize their personal health. Studies show, men...

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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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