Case Study: Friedman & Huey Associates saves hundreds of hours with SafeSend Returns

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

Friedman & Huey Associates, a full-service accounting firm, faced significant challenges with its manual, paper-based tax return process. Printing, assembling, and mailing returns was extremely time-consuming, taking up to 30 minutes per simple return and even longer for complex ones. The firm also struggled with the cumbersome task of retrieving signed e-file authorization forms (8879s) from clients, a major bottleneck, especially near filing deadlines. These inefficiencies prompted the firm to seek a digital solution from vendor SafeSend and its product, SafeSend Returns.

By implementing SafeSend Returns, the firm automated and standardized its entire tax return assembly and delivery workflow. The solution provided an intuitive digital platform for clients to review and sign their returns, with automatic reminders ensuring timely return of signed 8879s. This resulted in massive time savings, reducing the assembly process from up to 90 minutes to just 5 minutes per return. SafeSend saved the firm an estimated 583 hours on 1,400 returns, drastically improved workflow consistency, and enhanced both client and employee satisfaction through its efficiency and forward-thinking approach.

Friedman & Huey Associates

Leizel Acres

Tax Supervisor