SafeSend is an automation technology provider, part of Thomson Reuters, focused on streamlining the tax process for accounting and tax firms. SafeSend develops SafeSend One, a comprehensive platform that automates the end-to-end tax workflow—from initial data gathering to final delivery—using secure, cloud-based software.
SafeSend One offers over 300 features supporting tasks like engagement letter management, secure file transfers, organizers, e-signatures, tax return assembly, and delivery. The platform now includes an AI-driven document gathering capability, allowing firms to efficiently collect necessary information from clients and manage the entire tax engagement process in a single solution.
Firms using SafeSend One typically save significant operational costs, averaging $12,000 saved for every 1,000 returns processed. The solution aims to provide an intuitive and guided experience at every client touchpoint, incorporating automated reminders, online payment options, tax return summaries, and more—all accessible in one secure portal. SafeSend One is compatible with major tax software systems including CCH Axcess, CCH ProSystem fx, Thomson Reuters UltraTax CS, Thomson Reuters GoSystem Tax RS, and Intuit Lacerte.
Who Uses SafeSend?
SafeSend primarily serves professional tax and accounting firms seeking to modernize and automate their client service workflows. The platform is designed for firms looking to enhance client experience, improve efficiency, and reduce manual administrative tasks throughout the tax engagement lifecycle.
How Was SafeSend Started?
SafeSend was built by a team with extensive backgrounds in SaaS, finance, product development, and technology. Leadership includes CEO Mathieu Stevenson (formerly with McKinsey & Company, TaxAct, and Avantax), Co-founder & Chief Growth Officer Andrew Hatfield, and Co-founder & Chief Innovation Officer Steve Dusablon. The broader founding team brings experience from companies like Microsoft, Intuit, and several high-growth SaaS organizations, shaping SafeSend’s focus on automation and customer-centric design. More on their leadership can be found on SafeSend’s About page.
What Makes SafeSend Different?
SafeSend differentiates itself with a feature-rich, all-in-one platform that automates not just document delivery but the full scope of the tax process—including AI-powered information gathering. Their emphasis on security, user experience, and integration with leading tax prep software makes them a notable solution for firms aiming to provide a seamless digital client experience.
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