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SafeSend Achieves Remarkable Growth

In recent news, SafeSend®, a subsidiary of Thomson Reuters and a leading provider of automation technology for tax and accounting firms, has reported a substantial growth in the first half of 2025. The company has seen a 35% increase in product usage year-over-year, highlighting a robust demand for end-to-end tax workflow automation. This surge comes as firms navigate ongoing staffing challenges while striving to enhance client experiences through comprehensive solutions.

Several of SafeSend's key features have garnered notable adoption rates. The Secure File Transfer system experienced a significant climb, with users increasing by 51%. Additionally, the eSignatures functionality saw a 33% rise, alongside a 26% growth in the Tax Return delivery feature. A standout offering, Next Gen Gather AI, already supports over 1,000 firms, enabling them to collect more than 1.8 million source documents in just the first half of the year, showcasing the strong market appetite for automation in document intake processes.

Andrew Hatfield, Co-Founder and Chief Growth Officer at SafeSend, remarked, “These numbers validate the needs expressed by tax and accounting firms nationwide; they require powerful, integrated solutions that minimize manual work and foster seamless client interactions.” He further emphasized that following their acquisition by Thomson Reuters, SafeSend is intensifying its focus on innovation, as they strive to deliver the comprehensive platform that firms have been demanding.

In the third quarter, SafeSend introduced several new features designed to streamline tax workflows and catalyze innovation. The Letter Builder tool marks a significant leap in engagement letter automation, reducing manual effort and enhancing efficiency while mitigating the risk of errors. This tool simplifies the delivery of bulk engagement letters and provides a structured method for managing changes in who can create, edit, and send letters.

SafeSend's enhanced Next Gen Gather AI capabilities continue to push the boundaries, focusing on automating “the first mile” of tax preparation. New functionalities, such as the ability to import Document Request Lists (DRLs) from CSV files and manipulate delivery sequences of taxpayer documents post-delivery, grant firms greater flexibility in customizing their document collection processes according to their unique needs.

Another significant innovation is the integration of Go File Room, a result of their acquisition by Thomson Reuters, which allows firms to send signed returns directly to Go File Room with a single click, thus alleviating previous workflow friction.

To address common pain points in payment collection, SafeSend has rolled out new integrations with services like CPACharge and Aiwyn. CPACharge’s payment functionality can now be accessed directly within SafeSend One's workflow, facilitating immediate payment collection as clients review and sign their returns. Aiwyn's integration enables firms to place specific payment links within the Tax Return experience, allowing clients to settle invoices seamlessly within the workflow.

Mathieu Stevenson, CEO of SafeSend, articulated their approach: “Our philosophy has always centered on creating an open ecosystem that integrates with firms' existing technology. Rather than forcing firms to abandon their preferred tools, we are building bridges that connect and enhance their entire workflow.”

Backed by the resources of Thomson Reuters, SafeSend is not merely keeping pace with industry trends but is at the forefront of transforming tax and accounting practices. As firms contend with increasing pressures to maximize efficiency amid resource limitations, SafeSend is poised to deliver crucial automation, integration, and artificial intelligence solutions they require to thrive.

With a forward-looking product roadmap and a clear vision for the future of the industry, SafeSend is solidifying its reputation as the leading platform for contemporary tax and accounting firms.

About SafeSend

SafeSend, a division of Thomson Reuters, excels in providing award-winning automation technology for tax and accounting firms, ensuring an unrivaled client experience. Its SafeSend One™ platform is a comprehensive solution encompassing engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, eSigning, and electronic K-1 distribution. On average, firms leveraging SafeSend save approximately $12,000 for every 1,000 returns processed through their system. This all-encompassing tax workflow empowers firms to ensure a guided and intuitive experience for their clients at every stage, with features like automated reminders, online payment options, and a comprehensive tax return summary—all integrated into one platform. SafeSend One is compatible with various systems, including CCH Axcess™ Tax, ProSystem fx® Tax, Thomson Reuters UltraTax CS®, GoSystem® Tax RS, and Intuit Lacerte®. To explore these innovative technology solutions, visit safesend.com.