SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable.
SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system.
Visit safesend.com to learn more about our digital solutions.
Thursday, September 16, 2021 SafeSend
The Three A’s of Paperless Organizers: Automate, Accommodate, Acclimate
Client organizers are one of the largest paper-based processes in the tax engagement life cycle, but the transition to go totally paperless can been admittedly slow. Learn about the profession’s first digital and FILLABLE client organizers.
Friday, May 21, 2021 SafeSend
Top 10 Traits of a Successful Tax & Accounting E-Sign Solution
The ability of your e-sign solution to master the tax-specific workflow is critical. Get tips for selecting and implementing the right e-sign solution for your firm.
Tuesday, March 2, 2021 SafeSend
Survive & Thrive During Tax Season
Tax season is upon us (again) and with the additional complications of a global pandemic and government relief programs, it may be the most stressful yet. Taking charge of your daily routine can change the way you approach tax work, manage clients, and feel about yourself.
Monday, November 2, 2020 SafeSend
Seizing the Opportunity to Make the New Normal a Best Practice
No one could have predicted the broad impact of COVID-19 and how rules, business norms, and operational expectations changed almost overnight. Explore key insights into how tax practices will emerge more nimble and productive as a result of enduring this sudden shift to the new normal.