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Impact of the SafeSend Suite on the Tax & Accounting Profession

Thomson Reuters SYNERGY Conference 2023

SafeSend & Thomson Reuters Tax Automation

Learn about the SafeSend automation journey from a Thomson Reuters firm’s point of view as Andrew Hatfield, SafeSend Co-founder and Chief Growth Officer, discusses the workflows and hurdles of paper-based processes and how automating tasks in a digital environment standardizes them.

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In this video you'll learn:

  • The role SafeSend plays in the data collection or 'tax ready' phase of the tax process.
  • The common workflow hurdles and staffing issues firms experience
  • Papin CPA's firm experience of adopting the SafeSend Suite tax technology solution for streamlined processes, automated client reminders, tracking, and payment links.

The #1 Choice for Tax Automation Among Thomson Reuters Users

When you automate your tax process with the SafeSend Suite - a single, cloud-based solution - you create a one-stop shop experience for your staff and your clients. Eliminate the frustration and inefficiency caused by patchwork systems that are not integrated. 

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