SafeSend
11 Case Studies
A SafeSend Case Study
Mayolo & Associates LLC, a small accounting firm, was struggling with an inefficient, paper-based process for sending, signing, and receiving tax documents and engagement letters. They sought an electronic solution from SafeSend to simplify client communications, obtain e-signatures, and facilitate easier document uploads from their clients.
By implementing the SafeSend Suite, the firm automated the delivery and signing of engagement letters and tax returns. This solution from SafeSend resulted in a nearly 100% positive client response rate for e-signatures and significantly reduced the time staff spent on manual tasks. The efficiency gains have enabled the firm to handle more work and increase profitability.
Peter Mayolo
Owner/President