SafeSend

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and better serve their clients. Progressive accounting firms and tax practitioners rely on our unique and robust solutions to make their lives easier and their work more enjoyable.

Case Studies

Showing 11 SafeSend Customer Success Stories

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How BMSS automatically downloads e-signed 8879s, simplifies the tax process for their clients, and reduces deadline workweeks to 55 hours or less

BMSS logo

How this firm eliminated inconsistencies, standardized workflow across three offices, and saved 583 hours

Friedman & Huey Associates logo

How this firm provides a smooth client experience, increased partner work capacity 50%, and reduced work to less than 55 hours a week

Gray, Salt & Associates logo

How KBCA reduced partner workload, replaced multiple software platforms, and eliminated paper processes

KBCA LLC logo

Mayolo & Associates LLC - Customer Case Study

Mayolo & Associates LLC logo

Montgomery and Company - Customer Case Study

Montgomery and Company logo

RC Jones & Associates - Customer Case Study

RC Jones & Associates logo

How Rehmann doubled their production, cut overtime costs, and received nearly all signed 8879s within 24 hours

Rehmann logo

How the firm streamlined processes, elevated the client experience, and slept better during busy season

Robert W. Morris & Company logo

How the firm reduced costs and workload while improving client service and 8879 turnaround time

Sikich logo

How the firm saved 25 minutes per return, provided excellent client experience, and eliminated paper processes

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