You may have missed it while you were swamped during busy season, but SafeSend has been acquired by Thomson Reuters.
As a SafeSend customer, you may be asking yourself, “What does this mean for my firm, our workflows, and, honestly, our sanity during busy season?” We understand—change can be unsettling, especially when it involves technology that’s become a critical part of your practice.
We want to address your concerns head-on, without any corporate speak or sugarcoating.
Why Thomson Reuters? And Why Now?
The tax and accounting profession is at a critical juncture. With fewer accounting graduates entering the field and increasing workloads on existing staff, firms need efficient, reliable technology solutions more than ever. In many ways, this acquisition is a direct response to the industry-wide staffing shortage.
Thomson Reuters shares our vision for creating innovative solutions that transform tax and accounting workflows. They aim to build an open, smart, and connected platform to simplify tax preparation for accounting pros across the country. SafeSend’s solutions—already used by 70% of the country’s top 500 firms—are a perfect complement to their suite of tools.
Simply put: This partnership accelerates progress toward the end-to-end tax automation that firms desperately need.
Will This Impact the Current SafeSend Experience?
Here’s the bottom line: Nothing changes in your day-to-day operations right now.
Your current services, integrations, and support structures remain exactly as they are. And if you’re using SafeSend with CCH Axcess™, ProSystem fx®, or Intuit Lacerte®, those integrations will continue to work seamlessly. Thomson Reuters is committed to maintaining an open ecosystem that supports multiple tax preparation software vendors.
In other words, this means you can expect:
- No disruption to your existing workflows
- The interface you’re familiar with to stay the same
- Continued support for all current integrations
- No changes to existing contracts
- The same responsive support team you’ve come to rely on—and love
Change can be uncomfortable, we understand. But rest assured, we’ve maintained stability through busy season, and our commitment to reliability will continue as we move forward.
What New Opportunities Does This Create?
Let’s address the elephant in the room.
The biggest fear when a company is acquired by a large corporate entity is that innovation will wither and wane.
We want to make this perfectly clear: We’re still SafeSend. We remain totally and completely committed to innovation. In fact, this acquisition gives us significantly greater resources for accelerated product development.
To wit: We’re continuing our quarterly product releases, where we debut updates and additions often suggested by customers and specifically tailored to your needs. And, of course, we’re continuing to innovate on your behalf, developing new solutions and tools that make your job easier and your clients happier.
The combination of SafeSend’s expertise in tax workflow automation and Thomson Reuters’ deep industry knowledge creates opportunities for even better solutions that simply weren’t possible before. With their backing, we can invest more heavily in:
- Platform stability and scalability
- New feature development
- Enhanced automation capabilities
- Deeper integrations across the tax ecosystem
- More AI-powered innovations
- Enhanced integration with Thomson Reuters solutions
Think of it as us putting the pedal to the metal so we can innovate even faster.
What’s the Timeline for Changes?
We believe in transparency, so here’s what you can expect: The immediate future will be business as usual, with no changes to daily operations.
Any future changes will be communicated well in advance, with clear timelines and support resources to ensure minimal disruption to your firm’s operations. Our commitment to your success hasn’t changed. In fact, it’s stronger than ever.
Our Unwavering Commitment to Innovation and Support
This acquisition is moving innovation forward—not slowing it down. While many companies may hit the pause button after being acquired, we’re doing the opposite by ramping up our development efforts and expanding what’s possible. And Thomson Reuters is just as thrilled about that as you are.
As we’ve already mentioned, our commitment to quarterly product releases remains rock-solid. And our product team remains laser-focused on solving your pain points and creating solutions that address the real-world challenges your firm faces during tax season and beyond.
As a matter of fact, we have several enhancements on the immediate horizon:
Integration with Go File Room
SafeSend One will soon integrate with Go File Room on a first-party basis—another example of our acquisition by Thomson Reuters advancing our integrations. Instead of having to download signed tax returns from SafeSend One then manually upload them to Go File Room, you can now send documents directly with a single click.
Next Gen Gather AI Becomes a More Customizable Tool
Gather AI, SafeSend One’s revolutionary intake automation feature, is undergoing a number of upgrades that improve the experience for firms and clients. As part of our continued investment in drastically reducing “the first mile” of the tax process, Gather AI will soon offer greatly enhanced customizations.
A Brand-New Feature—Letter Builder
Our investment in and development of new features continues to happen with our customers’ feedback and suggestions specifically in mind. Letter Builder streamlines engagement letters, empowering you to significantly increase output with much less effort. It saves firms significant time and money with templates and by automating the building and sending of engagement letters.
As for customer support—something we take great pride in—nothing changes. The same responsive team that knows your firm, understands your challenges, and jumps in to help when you need it most will continue to provide the industry-leading service you’ve come to expect from us. Our support response times and personalized assistance will remain best-in-class, and with Thomson Reuters’ resources, we’ll be able to expand these capabilities even further.
We built our reputation on making your life easier during tax season (and the rest of the year, too). That mission isn’t changing—it’s only getting reinforced.
Where Do We Go From Here?
Our vision remains unchanged: To reimagine tax workflows and end-to-end automation for tax and accounting professionals. The difference is that now we have additional resources and expertise to achieve these goals faster and more effectively.
Together with Thomson Reuters, we’re building a future that includes:
- Seamless integration throughout the entire tax preparation lifecycle
- Enhanced efficiency tools to help address staffing challenges
- Innovative solutions to streamline client interactions
- Continued focus on reducing administrative burden
This acquisition represents an investment in the future of accounting and tax automation—and by extension, an investment in your firm’s success.
How You Can Stay Informed
You probably have additional questions, and we’re here to answer them. Your Customer Success Manager remains your primary point of contact, and our support channels remain the same.
While change can feel uncertain, we’re confident that this partnership with Thomson Reuters will enable us to serve you better than ever before. And yes, we believe this acquisition means an even smoother tax season for you going forward.
Have questions we haven’t answered? Reach out to our team. We’re taking this one day at a time, just like you. And we’re committed to making this transition as smooth as possible for your firm.
After all, we’re still SafeSend. Now we just have more resources to help you succeed.