SafeSend’s 2025 Product Roadmap
See What’s Next for Tax Automation
The future of tax automation is here, and SafeSend is leading the way. From draft returns that simplify collaboration to enhancements in engagement letter creation and client portal, we’re building tools to make your workflows smoother and your clients’ experience even better.
See what’s on the horizon for 2025 and how SafeSend is shaping the next evolution of the tax process.
Join SafeSend Chief Product Officer, Adrian Johnson, and Product Marketing Lead, Steven Lyon, as they walk you through the exciting updates SafeSend made in 2024 and what’s coming in 2025.
- New Features You Can Use Right Now
Learn about tools like Next Gen Gather AI and Client Portal—designed to save time, improve accuracy, and elevate client satisfaction. - 2025 Sneak Peek
See what’s coming, including:- Draft Returns: Share preliminary returns for client review and approval.
- Engagement Letter Automation: Dynamic templates, smart fields, and libraries that simplify creation and management.
- Deeper Integrations: GoFileRoom, e-file tracking, and more to keep your workflow seamless.
- Why Firms Like Yours Love SafeSend
From gathering documents to delivering tax returns, SafeSend is building tools to simplify every step of the tax process for firms and their clients.
Ready to Experience What’s Ahead?
The future of tax automation is here, and we’re excited to share it with you. See why thousands of firms, including 70% of Top 100 firms, trust SafeSend One to deliver an unmatched client experience.
SafeSend One supports CCH Axcess™ and ProSystem® fx, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®.