About SafeSend
SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience. SafeSend One™ is a single, secure solution for engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, eSign, and electronic K-1 distribution. Thousands of firms save an average of $12K for every 1K returns delivered via SafeSend.
This end-to-end tax workflow 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™ Tax and ProSystem fx® Tax, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®. Visit safesend.com to learn more about our technology solutions.
Resources
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White Paper
Tuesday, May 13, 2025 SafeSendHow Firms Can Leverage This Past Busy Season
Your workflows, tech gaps, and stress points are still fresh. This guide helps you turn that knowledge into action before the next tax season hits. Learn how leading firms are assessing pain points, embracing AI, and building smarter processes while there’s still time to do something about it. -
Guide
Tuesday, April 22, 2025 SafeSendHow to Actually Take Care of Yourself During Busy Season
Tax season doesn’t have to mean burnout. This guide offers practical strategies to help CPAs reduce stress, stay focused, and keep their energy up when it matters most. From nutrition tips to automation that eases the workload, it’s everything you need to not just survive tax season, but feel better through it. -
Infographic
Thursday, April 10, 2025 SafeSendThe Mental Health Wake-Up Call for Accounting Firms
Stress and burnout are hitting accounting pros harder than ever. This infographic brings together industry stats that reveal the toll tax season takes on mental health and what firms can do about it. Download it, share it, and start the conversation your team might need most.
Learn the history of SafeSend
