Getting a Grip on Tax Extensions: K-1 Distribution Automation

While your firm prepares extended tax returns, you may be considering ways to improve the outdated processes that have been taking a frustrating toll on your time, budget, and client’s overall [...]

Changing Workflows and Processes: Electronic Signatures for CPAs

Changing Workflows and Processes: What we learned by being the first-mover of E-signatures for CPAs It’s a challenge and an opportunity to have a revolutionary solution for the accounting [...]

Top 5 Tax Tools to Automate Your Firm

If you ask 10 accounting professionals what the least efficient and most stressful part of their job is, the answer will be unanimous: taxes. The tax accounting process, from filing to delivering [...]

Peterson Sullivan: SafeSend Returns Case Study

Peterson Sullivan is a public accounting and business advisory firm based in Seattle, Washington. With more than 170 professionals and support staff, they are ranked among the top 10 largest CPA [...]

Rehmann: SafeSend Returns Case Study

Rehmann is one of the largest accounting, consulting, and financial services firms in the Midwest. With 19 offices located in Michigan, Ohio and Florida, they employ more than 800 associates. A [...]

Tax Return Assembly, A Broken Process Resolved

Would you say tax season was a breeze this year? If you’re like most tax and accounting firms operating today, the answer to that question is most likely “no,” or “absolutely not.” And among all [...]