Navigating the New Normal

Our new reality has forced some major shifts in the tax preparation process both internally and client facing. The completed tax return assembly, delivery & signature process was already a complex workflow, but now with pop-up home offices for staff and clients to be served without in-person meetings, the game has changed. Here are some resources to demonstrate to you and your firm market proven technology making the tax engagement last mile easy and efficient, fully supporting staff all working from home and a remote client service model.

COVID – 19 Resources

Automation of Completed Tax Return Assembly,

Delivery, E-Sign and Client Download

Current SafeSend Returns

Customers

Firms Interested in Learning

More About SafeSend Returns

Business Continuity for Firms

K-COE ISOM

I am so so happy that I get to work with such an amazing company like Safesend. After everything that is going on right now it really showcases why I love the product so much and I thought you should share it with your entire team. They are fantastic! And I also love that you guys are always trying to improve and update everything so quickly. PS- Your help center crew is amazing. I really like that I can talk to an actual person if need be!

~ Brigette Funk, Admin Specialist at KCOE ISOM LLP

Melody Young

Our firm using SafeSend Returns is helping to keep us up and running with delivering 1040 tax returns.

~ Melody Young, Admin Team Coordinator at BMSS, LLC

Brian Streig

I’m a huge fan of SafeSend Returns. It’s one of those technologies that after you start using it, your like, how did we do it without them?

~ Brian Streig, CPA