Exclusive White Paper

Seizing the Opportunity to Make the New Normal a Best Practice

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No one could have predicted the broad impact of the coronavirus (COVID-19) pandemic. Rules, business norms, and operational expectations changed almost overnight, catching many off-guard. Business continuity went from being an initiative most felt comfortable leaving sit idle with their IT leaders, to a mandated way of doing business. And for accounting firms, these shifts all occurred amidst tax season when engaging clients reaches its peak.

With some of the dust now settling, what are some of the key learnings from the COVID-19 disruptions? In what ways will tax practices emerge more resilient, more productive, and more nimble as a result of enduring a crash course in shifting to a new normal? Download this 11-page white paper from SafeSend now to find out!

SafeSend offers tax and accounting professionals a simple way to address tedious tasks at every client touchpoint within the tax engagement. Automate the manual work often associated with the back and forth of client communication through each season of the tax year!

Our flagship solution, SafeSend Returns, is a multi-year winner of the CPA Practice Advisor Technology Innovation Award. SafeSend Returns eliminates the manual, labor-intensive elements that many tax departments experience during the “last mile” of producing client-ready complete tax returns.

SafeSend Returns is fully compatible with CCH Axcess™ Tax, ProSystem fx® Tax, Thomson Reuters GoSystem® Tax RS, Thomson Reuters UltraTax CS®, and Intuit Lacerte®.