SafeSend

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

[SafeSend @SafeSend_One]

@JStaatsCPA 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 do at SafeSend and how it's fixing all of that for the U.S. tax pro. 🇺🇸

[Jason Staats⚡ @jasononfirms]

How @SafeSend_One 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:

1️⃣ The new “Gather” feature is exactly what I’ve been wanting for the last 15 years (not an exaggeration)

2️⃣ Just let clients chuck a pile of docs into the system, and it’ll auto-complete the checklist for them

3️⃣ I can still let the client complete an organizer if they want to, but it makes them fillable

4️⃣ Their original bread and butter delivery automation remains the most fully featured way to ship returns

5️⃣ 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

[SafeSend @SafeSend_One]

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: https://t.co/6IltiYtdnU

[SafeSend @SafeSend_One]

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.

[SafeSend @SafeSend_One]

#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!

[SafeSend @SafeSend_One]

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.

[SafeSend @SafeSend_One]

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.

[SafeSend @SafeSend_One]

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

https://t.co/xpOpOzCWQb

[SafeSend @SafeSend_One]

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

[SafeSend @SafeSend_One]

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

[SafeSend @SafeSend_One]

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

[SafeSend @SafeSend_One]

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.

[SafeSend @SafeSend_One]

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.

[SafeSend @SafeSend_One]

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 https://t.co/cRuUNj8Yhy for more.

[SafeSend @SafeSend_One]

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.

[SafeSend @SafeSend_One]

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.
https://t.co/44vJiaRIQJ

[SafeSend @SafeSend_One]

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

https://t.co/OmqfGzuLSm

[SafeSend @SafeSend_One]

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.

[SafeSend @SafeSend_One]

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.

[SafeSend @SafeSend_One]

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!
https://t.co/qdrs52uLfw

[SafeSend @SafeSend_One]

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?

https://t.co/RmT8lsNN37