Case Study: BMSS streamlines tax return delivery and e-signatures with SafeSend One

BMSS boosts tax return workflow by 78% with SafeSend

BMSS, a large Alabama-based CPA and advisory firm, faced significant challenges with their traditional, time-consuming process for assembling and delivering tax returns, particularly 1040s. They sought a solution to streamline this workflow and improve the client experience. They turned to their existing vendor, SafeSend, to expand their use of its technology beyond e-signatures.

SafeSend implemented its SafeSend One platform to automate the entire tax return assembly and delivery process. The solution drastically reduced the time spent per return, saved the firm money, and received overwhelming client approval. BMSS also utilized SafeSend's API integrations to further automate e-file form tracking and archiving, which removed manual steps and reduced stress. The firm reported a 78% increase in usage after implementing business returns and praised the platform's centralized, efficient workflow and exceptional support.

BMSS