SafeSend
SafeSend Employees
21 people indexed:
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Shannon Jencks
Executive Vice President – Growth & Business Development
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Steve Dusablon
Co-founder & Chief Innovation Officer
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SafeSend Company Information
SafeSend specializes in providing tax workflow automation solutions designed to streamline the tax engagement process. Their product offerings include SafeSend Returns, SafeSend Exchange, SafeSend Extensions, and TicTie Calculate, which automate various tasks such as engagement letters, client organizers, tax return assembly, delivery, e-signing, and payment collection. SafeSend’s solutions are compatible with major tax software platforms like CCH Axcess™ Tax, ProSystem fx® Tax, Thomson Reuters GoSystem® Tax RS, UltraTax CS®, and Intuit Lacerte®. The company has been recognized for its innovative technology, winning Technology Innovation Awards in 2016, 2017, 2020, and 2022. SafeSend also offers a unique pricing model that charges based on the number of tax returns delivered, without additional software costs. Additionally, they provide a secure file transfer solution, SafeSend Exchange, which facilitates password-free access for clients, replacing traditional client portals. SafeSend ensures robust customer support, offering free training and extended support hours during peak tax seasons.