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Success Stories

Success Stories & SafeSend Customer Reviews

We’re proud to present a collection of real-life SafeSend customer reviews through an array of videos, case studies, and quotes. If you are considering the SafeSend Suite to streamline tax processes at your firm, ask your Sales rep to connect you with referral. We are confident you’ll like what you hear.

What Firms Are Saying

SafeSend Returns is the best delivery system for tax returns I have used in 30 years. Could not get through tax season without you guys.

- Joe Montgomery
Montgomery & Company CPA

Going from manually sending out returns to SafeSend Returns has been a game changer. No longer is sending out returns the bottle neck in our process. We love SafeSend!!

- Keestan Willes
Scottsdale CPAs PLLC

SafeSend Returns® saves 15 minutes on every return.

- Melody Young, Administrative Team Coordinator
BMSS, LLC Advisors & CPAs

You literally know when it shows up in the SafeSend® dashboard as a completed 8879, you can let it fly in the tax program and you're done.

- Virginia Dennerlein, Director of Operations

The experience with using the SafeSend Suite® has been very positive for our clients.

- Jenni Bieck, Director of Technology
Huberty CPAs

We quickly figured out SafeSend Signatures was free with the SafeSend Suite®; making it an easy decision to reduce our Adobe® contract - saving $90k - and go with SafeSend.

- Russell Goldberg, Partner

Clients love the idea of using SafeSend Returns® because they don't want paper; they're tired of paper.

- Lisa Goldbecker, Adminitrative Assistant
Therrien & Associates, P.C.

My older clients needed to be able to use it, my younger clients trust it, and my staff love it. SafeSend® was that tool.

- Robert Jones, President and Founder
RC Jones & Associates Inc.

Real-Life SafeSend Customer Reviews

Ed Murphy & Co

Papin CPA

BMSS Advisors

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