Strong Growth in Tax Workflow Automation
SafeSend, an innovative technology provider for tax and accounting firms, is experiencing remarkable growth in product usage, highlighting the increasing demand for efficient tax workflow solutions. As a key player in the market, the company announced a substantial 35% increase in year-over-year usage during the first half of 2025.
Impact of Thomson Reuters Acquisition
The acquisition by Thomson Reuters has accelerated SafeSend's product development and strategic initiatives, propelling the firm to enhance its offerings continually. This union underscores SafeSend's commitment to providing tools that alleviate staffing challenges and enhance client experiences through end-to-end tax workflow automation.
Adoption of Enhanced Features
SafeSend One has seen a significant surge in the utilization of several of its features. For instance, the Secure File Transfer module witnessed a 51% rise in users, illustrating firms' dedication to secure communication. Furthermore, usage of eSignatures rose by 33%, while Tax Return delivery saw a 26% increase, indicating a clear trend towards automated solutions.
Next Gen Gather AI Implementation
Among its latest innovations, SafeSend's Next Gen Gather AI stands out, having been embraced by over 1,000 firms in the first half of 2025. This feature allows for the efficient collection of source documents, with firms reporting over 1.8 million documents processed, showcasing a strong appetite for technological advancements in tax preparation.
Innovations Driving Efficiency
To further enhance its product line, SafeSend has introduced various new tools to streamline tax workflows. The Letter Builder is a pivotal addition that automates engagement letter creation, reducing manual effort, increasing efficiency, and minimizing errors.
Advanced Document Management
The enhanced capabilities of Next Gen Gather AI allow firms to tailor their document collection processes effectively. Features such as importing document request letters (DRLs) from CSV files, managing deliverable sequencing, and adjusting DRLs post-delivery maximize flexibility for firms seeking customized solutions.
Integration with Go File Room
The integration with Go File Room illustrates the tangible benefits of SafeSend's acquisition by Thomson Reuters. This seamless connection allows firms to send signed returns directly to Go File Room with just one click, thereby eliminating workflow bottlenecks and optimizing document management.
Streamlined Payment Solutions
Another critical aspect of SafeSend’s innovation strategy is the integration of payment solutions such as CPACharge and Aiwyn. These integrations allow firms to collect payments efficiently when clients review their returns, cutting down on delays and unnecessary follow-up communications.
Flexibility in Payment Experience
With CPACharge, firms can embed payment options directly into SafeSend One's workflow. Clients are provided with a user-friendly interface that allows them to view invoices and complete payments effortlessly. Additionally, Aiwyn's features offer firms the opportunity to incorporate specific payment links into the tax return process.
A Vision for the Future
SafeSend's CEO, Mathieu Stevenson, articulates the company's vision of creating an open ecosystem that integrates seamlessly with firms' existing technologies. This strategy ensures that firms do not need to abandon their current tools but can instead enhance their workflows through innovative technological solutions.
Leadership in Tax Automation
Backed by Thomson Reuters and a robust focus on innovation, SafeSend is poised to lead the transformation of tax and accounting practices. As firms adapt to the pressures of doing more with limited resources, SafeSend delivers the automation and integration capabilities necessary for navigating these challenges successfully.
About SafeSend
SafeSend, as part of Thomson Reuters, provides award-winning automation solutions tailored for tax and accounting firms. SafeSend One offers a comprehensive suite for managing engagement letters, document gathering, and tax return processes. Many firms gain significant savings, averaging $12,000 for every 1,000 returns processed through SafeSend, emphasizing the platform's efficiency.
The platform supports crucial tools like CCH Axcess™ Tax, ProSystem fx® Tax, Thomson Reuters UltraTax CS®, GoSystem® Tax RS, and Intuit Lacerte®. SafeSend’s end-to-end workflow empowers firms by offering automated reminders and flexible online payment options—all designed to enhance the client experience and improve service delivery.
Frequently Asked Questions
What is the recent growth percentage reported by SafeSend?
SafeSend reported a 35% increase in year-over-year product usage in the first half of 2025.
How has the acquisition by Thomson Reuters affected SafeSend?
The acquisition has accelerated product development and strategic innovation, bolstering SafeSend's offerings in tax automation.
What new features has SafeSend introduced?
New features include the Letter Builder, enhancements to Next Gen Gather AI, and integrations with payment solutions like CPACharge and Aiwyn.
How does Next Gen Gather AI benefit firms?
This feature automates the collection of source documents, allowing firms to tailor their document gathering processes more efficiently.
What types of firms can benefit from SafeSend's solutions?
SafeSend's automation technology is designed for tax and accounting firms seeking to improve efficiency and client experience through innovative tools.
