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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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Tax & Accounting Stress Relief with the SafeSend Suite™

Wednesday, May 25, 2022

Stress increases when there are factors out of your control. While you can’t fix the IRS, you can experience tax and accounting stress relief when you automate manual tasks and elevate the client experience with the SafeSend Suite. Three Big Issues Looming de...

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Top 6 Questions Firms Ask About SafeSend’s Workflow Automation Platform

Thursday, Apr 28, 2022

The tax preparation workflow has undergone a significant transformation from an entirely paper process to a digital one in a fairly short period of time. Many firms scrambled to find a solution during the pandemic shutdown and provide a way to service their clients remotely. With the first normal April tax deadline in years still visible in the rearview mirror, taking stock of which systems are wo...

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Tax Season Tips to Make it Through the Final Stretch

Wednesday, Mar 23, 2022

Staying motivated during busy season can be a challenge. It can begin to feel as if you are meeting yourself coming and going as the weeks of putting in long hours drag on. The mounds of work can become overwhelming as the list of engagement letters and e-file authorizations to hunt down grows. Here are three tax sea...

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SafeSend Reviews & Customer Love Reflect Our Company’s Passion

Monday, Feb 14, 2022

Thanks to Valentine’s Day, February is the month that’s known for celebrating love. In the English language, love can cover a gamut of emotions: we love our family or friends, but we can also love pizza or ice cream, sports or a walk in the park. We use the same word t...

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Accounting Stress: 3 Tips to Keep Busy Season from Tying You in Knots

Tuesday, Jan 25, 2022

The saying, “Nothing is certain except death and taxes,” is attributed to Benjamin Franklin. For those in the tax and accounting profession, there are a few things that come with busy season like longer hours and often stress. However, managing acco...

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Introducing SafeSend Extensions, Part of the SafeSend Suite

Thursday, Jan 06, 2022

SafeSend has introduced SafeSend Extensions, allowing tax and accounting firms to digitally send their clients an extension package in less than three minutes. SafeSend Extensions automates the delivery of documents for review, collects signatures if required, provides payment options for vouchers by various taxing authorities, and allows staff to track where clients are in the extension package process. New Functionality i...

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SafeSend Announces Relaunch of TicTie Calculate: Smarter, Faster and More Fluid

Wednesday, Dec 15, 2021

SafeSend has released a new version of TicTie Calculate, the No. 1 electronic workpaper preparation tool for tax and accounting professionals. This intuitive tool, designed with the tax professional in mind, is smarter, faster, and more fluid with updates inspired by customer feedback and a desire to modernize this indispensable tool while maintaining ease of use and practical utility. Looking Back Tic...

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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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