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
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
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
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
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
SafeSend announced today the introduction of new branding consisting of a fresh look and feel, new website, and additional online resources for customers. The brand refresh and new website rolled out in late … Read More
