???? Has your firm made the call on return to work? There's a lot to consider. We've put together a handy guide to help inform your decision. https://hubs.la/Q02Zy0bM0 #returntowork #taxpros #taxfirms
SafeSend
软件开发
Ann Arbor，MI 3,921 位关注者
Award-winning tax and accounting automation software that provides unrivaled client experience.
关于我们
SafeSend offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience. SafeSend One?, the end-to-end solution that automates the entire tax process, is a secure and easy-to-use product that includes over 300 features, encompassing engagement letters, file transfers, organizers, e-signatures, and tax return assembly and delivery, now with a new and innovative AI-driven gathering capability. From gathering to delivery, SafeSend One offers firms an all-in-one solution to provide an unrivaled client experience. Thousands of firms save an average of $12K for every 1K returns delivered via SafeSend. SafeSend One equips firms to serve their clients with a guided and intuitive experience across all touchpoints, including automated reminders, online payment options, tax return summary—and more—all in one place. SafeSend One currently supports CCH Axcess? and ProSystem fx?, Thomson Reuters UltraTax CS? and GoSystem? Tax RS, and Intuit Lacerte?.
- 网站
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https://www.safesend.com/
SafeSend的外部链接
- 所属行业
- 软件开发
- 规模
- 201-500 人
- 总部
- Ann Arbor，MI
- 类型
- 私人持股
- 创立
- 2008
- 领域
- Adobe Acrobat plug-in for accountants. Outlook plug-in for securing email attachments.、Electronic Signatures、8879、K-1 Distribution和Automation
产品
![点击此处查看TicTie Calculate]()
TicTie Calculate
PDF 编辑器软件
TicTie Calculate is the simplest way for accountants to prepare paperless workpapers and source documents from scanned PDF files. Designed specifically for the accounting profession, TicTie Calculate is an Adobe? Acrobat? plug-in that allows you to quickly add calculator tapes, tick marks, cross references, and page signoffs to PDF workpapers. Now you can prepare your digital workpapers just as you would in the paper world! Visit our TicTie Calculate product page to learn more about easy-to-use, indispensable solution trusted by more than 30,000 accountants and start a free trial!
地点
SafeSend员工
动态
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SafeSend is excited to be at the 2024 Accounting & Tax Symposium! Visit us at table No. 30 in the exhibitor's hall and tell us about everything going on at your firm—we just might have a solution to some of the bottlenecks and obstacles your workflows are facing. ?? Stop by for your chance to win an Amazon gift card, too! #ATS2024 #NCCPAP
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The president-elect has some big tax changes planned, and that means your clients will have some big questions for you. We've put together this article so you can be prepared to answer them: https://hubs.la/Q02YCGyJ0 #SafeSend #taxlaws #taxnews
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?? Tax and Accounting pros can eSign ANY document through SafeSend One, leading to over ONE MILLION eSignatures sent so far in 2024! #SafeSend #esignature #taxsoftware #taxautomation
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?Want to free up time for what matters most? Discover how AI is revolutionizing CPA workflows and creating opportunities for high-value advisory work in this insightful Earmark CPE episode featuring SafeSend One! https://hubs.la/Q02XYtJF0 #SafeSend #taxpros #taxautomation #AI
The AI Revolution That Frees CPAs for High-Value Advisory Work - Earmark CPE
https://earmarkcpe.com
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We're #hiring a new Technical Writer in Bengaluru, Karnataka. Apply today or share this post with your network.
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Are you prepared to answer clients' questions about potential tax changes under the next administration? We've put together this handy primer on how the tax code may shift, what you can expect your clients to ask about, and how to help them plan amid so much possible change. Full article: https://hubs.la/Q02XWvk90
What Your Clients Need To Know About Taxes Under a Second Trump Administration - SafeSend
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?? Thomson Reuters SYNERGY is certainly bringing the energy this year, and our SafeSenders are loving it! If you're attending, come swing by our kiosk, say hello, and enter for a chance to win a Meta Quest 3S! #SYNERGY #SafeSend
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There's no shortage of rave reviews for SafeSend One, but the latest one from a certain Pennsylvania-based accountant is...awesome. After seeing it, you're gonna want SafeSend One for?your?office. #SafeSendOne #TheOffice #taxpros #accounting
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Jason Staats, CPA is right. The job of the U.S. tax professional often isn't pretty – CPAs don't always get the coolest tech, the snazzy apps, or even to just go home.? ? Jason is also right about the work we're doing at SafeSend and how it's fixing all of that for the U.S. tax pro. ???? #taxpros #SafeSend #taxautomation
How SafeSend works in 7 minutes: I recently produced a (sponsored) demo of SafeSend’s tax workflow goodies It’s all the stuff you wish your tax software did (that it’ll never do) Things I like about it: 1?? The new “Gather” feature is exactly what I’ve been wanting for the last 15 years (not an exaggeration)? 2?? Just let clients chuck a pile of docs into the system, and it’ll auto-complete the checklist for them 3?? I can still let the client complete an organizer if they want to, but it makes them fillable? 4?? Their original bread and butter delivery automation remains the most fully featured way to ship returns 5?? They’ve given me reason to believe they’re going to keep investing in AI, which is sorely needed in the tax space If you caught my 2025 tax tech recommendations you saw SafeSend show up in several places The biggest trap here: your practice management system does some of these things poorly, so you don’t want to pay for another tool Listen to me ?? Your PM doing a half-baked version of a thing you need, doesn’t eliminate your need for that thing Especially when it’s so bad you don’t even use the feature! Get the tool to do the job, then reassess next year. If you need a solution for the problem today, move forward with a solution that actually works, today This is a sponsored post 100% of thoughts in this post are my own, the sponsor had no input And 100% of proceeds from these sponsored posts go to accounting charities ?? $25k donated in 2024 so far