Case Study: Sikich streamlines return delivery and K-1 distribution with SafeSend Returns

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

Sikich, a professional services firm, was facing challenges with the manual, paper-based process of delivering tax returns and collecting signed Forms 8879. The process was time-consuming, costly due to rising postage fees, and inconvenient for their clients. A partner at the firm, Jerry Schmit, identified SafeSend Returns as the simple solution they needed to overcome these difficulties.

By implementing SafeSend Returns, Sikich automated the assembly, delivery, and electronic signature collection process for tax returns. This solution saved their administrative team significant time, cutting the process from up to 30 minutes down to just five minutes per return. This efficiency gain allowed professionals to focus on higher-value work and enabled the admin team to take on more responsibilities. Clients appreciated the ease of use, especially for electronically signing documents and receiving K-1s. The success of SafeSend Returns was so pronounced that its use grew organically from individual 1040 returns to business returns.

Sikich

Jerry Schmit

Partner