SafeSend @SafeSend_One

SafeSend, part of Thomson Reuters, is an award-winning tax and accounting automation software that provides unrivaled client experience. safesend.com Joined September 2015

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SafeSend @SafeSend_One

7 months ago

Join us and our friends at Aiwyn for a webinar on Dec. 10 at 2 p.m. We’ll show you how the SafeSend and Aiwyn integration creates a seamless experience from return delivery to payment collection—all in one connected flow. Register here: hubs.la/Q03Wx5WK0

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SafeSend @SafeSend_One

7 months ago

We're a little behind, but we'd still like to share how Tina DeBow, Tax Paraprofessional Supervisor at Sorren, dressed up for Halloween. Her costume—SafeSend's No. 1 fan—isn't make-believe at all. Tina is a longtime SafeSend customer and one of our biggest advocates.

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SafeSend @SafeSend_One

7 months ago

#TRSYNERGY2025 is in the books! We're bursting at the seams with energy, ideas, motivation, and determination, all directly attributable to the countless conversations and feedback we received from customers, colleagues, and contemporaries. We'll see you next year in Las Vegas!

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SafeSend @SafeSend_One

7 months ago

Why switch to SafeSend? Just take it from Gilda Bryand, Associate Director of Tax Operations at Baker Newman Noyes, and Melody Young, Admin Operations Manager at BMSS LLC Advisors & CPAs, who shared their SafeSend experiences at #TRSYNERGY2025.

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SafeSend @SafeSend_One

8 months ago

SafeSend One empowers your firm to deepen relationships with clients, leading to higher-value services. Lynne Goldstein, Centralized Tax Processing Manager at Withum, shared her SafeSend experience during a #TRSYNERGY2025 session on Friday.

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SafeSend @SafeSend_One

8 months ago

Benji Kramer, Director of Technology at Friedman+Huey, talks about the new firm-side upload capability within SafeSend One's Gather AI at #TRSYNERGY2025. hubs.la/Q03Sf0230

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SafeSend @SafeSend_One

8 months ago

At #TRSYNERGY2025, we caught up with Cindy Hughes of Dean Dorton, a SafeSend customer who's making busy season less busy with Letter Builder.

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SafeSend @SafeSend_One

8 months ago

Today is our Customer Advisory Board meeting, which we're holding at Synergy. We're getting invaluable feedback and ideas from some of our most-tenured and engaged customers, and we're giving them a sneak peek of what's to come from SafeSend. #TRSYNERGY2025

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SafeSend @SafeSend_One

8 months ago

We're officially under way at our first Synergy as part of Thomson Reuters! Stop by our kiosk with any questions or feedback. We're happy to give you a one-on-one demo of SafeSend One and a ton of swag, too. #TRSYNERGY2025

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SafeSend @SafeSend_One

8 months ago

That's a wrap on #IntuitConnect2025! Another great event for insights and learning. We heard from so many firms about their experiences, and we're leaving with plenty of great ideas and inspiration to continue improving tax workflows.

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SafeSend @SafeSend_One

8 months ago

Attention, tax pros. The IRS has announced changes to its services due to the federal government shutdown. Here's handy breakdown of what you need to know.

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SafeSend @SafeSend_One

8 months ago

We're at the Thriveal Deeper Weekend 2025 conference, talking with firms about the ever-changing tax and accounting landscape and how SafeSend can help them not only better manage it but also leverage it. Visit our booth or hubs.la/Q03PSkcJ0 for more.

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SafeSend @SafeSend_One

8 months ago

Attention, tax pros—the government shutdown could impact your firm. Half of the IRS has been furloughed, right in the middle of extensions season. Here's everything you need to know.

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SafeSend @SafeSend_One

9 months ago

Picture a busy season that doesn't require you to log countless hours on manual intake tasks or to hound clients for documents. Sounds like a dream, doesn't it? That dream is now a reality with SafeSend One's Next Gen Gather AI feature. hubs.la/Q03LFxPD0

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SafeSend @SafeSend_One

9 months ago

Tech-forward tax firms tend to: ✔️ Save time and money ✔️ Enhance client experience ✔️ Improve work-life balance for staff ✔️ Better position themselves for succession planning ✔️ Better manage the current staffing crisis hubs.la/Q03KrK3d0

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SafeSend @SafeSend_One

9 months ago

There's a lot that's different for the 2025 tax year. Busy season will be here before you know, so we've covered the biggest changes in this handy one-pager.

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SafeSend @SafeSend_One

10 months ago

Beginning September 30, the federal government will only accept digital payments, ending use of traditional checks. It will also only issue electronic disbursements going forward. 👇 Here's everything you need to know.

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SafeSend @SafeSend_One

10 months ago

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SafeSend @SafeSend_One

11 months ago

Get a glimpse of what busy season could be like for your firm with the fully unlocked power of SafeSend One's automation and AI. SafeSend One Premium Trial Week is now through Aug. 15. Join now for free! hubs.la/Q03BpJrp0

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SafeSend @SafeSend_One

11 months ago

Ever wondered what tax season would be like if your firm didn't have to chase down and pore over countless documents, or have to go back-and-forth with clients for engagement letters? hubs.la/Q03zBD1q0