Case Study: Rehmann achieves faster tax return processing with SafeSend Returns

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

Rehmann, a large Midwest accounting and consulting firm, faced inefficiencies in its tax return process, which involved time-consuming manual assembly and delivery of returns and challenges in collecting signed client forms. Seeking a better method, the firm turned to the vendor SafeSend to trial its SafeSend Returns solution.

By implementing SafeSend Returns, Rehmann automated the delivery of returns and collection of e-signatures. This solution from SafeSend dramatically reduced the time to process a return from 25-30 minutes down to just 5 minutes. This efficiency gain saved one regional office 1,200 professional support hours annually, significantly reduced overtime pay, and allowed staff to be reallocated to higher-value tasks. Client feedback was overwhelmingly positive, with signed forms being returned in an average of just 16 minutes.

Rehmann

Cindy Redmond

Tax Strategic Business Analyst