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? … Read More
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.
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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 comfortable … Read More
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 Tax & Accounting Technology … Read More
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 of tax engagement, … Read More
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 … Read More
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 … Read More
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 … Read More
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 … Read More
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. … Read More
