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Industry News

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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Intelligent Integration Enables Firms to Optimize Tax Processes

Thursday, Jul 23, 2020

SafeSend today announced a strategic agreement with Thomson Reuters® to help tax professionals drive firm efficiency, elevate client service, and eliminate various labor-intensive aspects of completing professional tax preparation engagements. The alliance will have the organizations collaborate to build a tech...

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The Ultimate Work-From-Home Tax Return Tool

Wednesday, Jun 10, 2020

At this point, saying the coronavirus pandemic has changed the way we live and work is a bit like telling somebody water is wet or a jet engine is loud. Every single business has been affected in some way by COVID-19, and tax firms are no exception. The IRS has gone so fa...

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Finding Calm Amidst the Storm: Tax Return Delivery

Thursday, Apr 09, 2020

Here at SafeSend, we are humbled by the feedback we’ve been receiving from customers about how SafeSend Returns is helping them continue to serve clients and keep their practices operational amidst stressful and hectic times. The current environmen...

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Why the 2020s will be About Value-Added Services for Our Profession

Tuesday, Jan 14, 2020

In addition to ringing in the new year, and new decade, January is also the month when predictions arrive en masse. Whether you are following profession news, societal changes, or tech trends – everyone enjoys the reminiscent end-of-decade recaps. Just as surely as the ...

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