SafeSend Organizers™ automates the tax organizer experience for firms and their clients by creating a fillable document clients can complete and return digitally. Just like sliced bread changed the way sandwiches were made, … Read More
SafeSend®, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, reported a record number of engagement letters, 1040 tax organizers, source documents, completed tax returns, … Read More
Tax season can feel overwhelming. However, “Abandon ship!” is not what you want to hear from your staff during the busiest time of the year. What’s the answer to an admin staff drowning … Read More
Paper processes are tedious and inefficient. As a result, tax workflow automation has become an increasingly popular solution for tax and accounting firms. Many of the manual steps traditionally associated with preparing and … Read More
Many tax and accounting firms are investing in software and other tools to optimize their processes. When staffing up for busy season, firms can benefit greatly from having interns who understand the latest … Read More
Growth continued throughout 2022 at SafeSend®, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals. Every area of the company is flourishing, and key leadership … Read More
Anticipating busy season, accounting firms spend time preparing and printing engagement letters and client organizers. Gathering the information and signed documentation required to prepare taxes is an important and necessary step which often … Read More
While stress may historically be a seasonal expectation in the tax and accounting profession, continuously being overworked can lead to accounting burnout. Implement automation solutions to reduce manual tasks and prevent the feelings … Read More
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 … Read More
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. … Read More