SafeSend

SafeSend SafeSend, part of Thomson Reuters, is an award-winning tax and accounting automation software that provides unrivaled client experience.

What’s a useful post-busy-season exercise? Why a vendor security check-up, of course! Here are 5 questions worth asking ...
05/26/2026

What’s a useful post-busy-season exercise? Why a vendor security check-up, of course!

Here are 5 questions worth asking every tax workflow vendor in your tech stack:

1. What security certifications and compliance standards do you maintain?
2. How do you handle data protection and encryption?
3. What are your employee security protocols?
4. How do you handle security incidents and communications?
5. What’s your track record with security and updates?

What are the answers you should expect to hear? We’ve laid out all out here 👉 https://hubs.la/Q04h8JCC0

Hot take: The U.S. Department of Education just finalized regulations excluding accounting from the list of professions ...
05/21/2026

Hot take: The U.S. Department of Education just finalized regulations excluding accounting from the list of professions eligible for $200K in graduate student loans. (Read it here: https://hubs.la/Q04h8WBV0)

11 professions made the cut. Accounting didn’t. 🤯

Where do you land? Disappointed? Unsurprised? Already moving on?

We're at Firm Growth Forum in San Diego, where Benji Kramer of Friedman+Huey talked about the seamless integration betwe...
05/19/2026

We're at Firm Growth Forum in San Diego, where Benji Kramer of Friedman+Huey talked about the seamless integration between SafeSend and SurePrep, and Thomson Reuters' open ecosystem. Altogether, it's empowered Kramer and his firm to build the workflow they need, at their pace.

"All of these different tools are connected and speak well to each other—and it works," Kramer said.

"Friedman+Huey is a great example of what our approach to openness was always for," Allen Stahl, Strategic Director of Tax at Thomson Reuters, said. "Firms can build out their tech stack at their own pace, in their own order, and the platform supports it."

Come by Table 28 for more (and for tons of swag)!

05/14/2026

After every busy season, firms make a quiet list of things to fix before next year. What’s number one on yours?

⚙️Process improvements
💻Tech stack evaluation
👩‍🏫Staff training & retention
👋Client cleanup (so long, D-list)

Drop your runner-up in the comments. 👇

Check out our May slate of webinars.5/5:  Humanizing AI - How Tax Automation Elevates Tax Professionals (LinkedIn)Regist...
05/05/2026

Check out our May slate of webinars.

5/5: Humanizing AI - How Tax Automation Elevates Tax Professionals (LinkedIn)
Register: https://hubs.la/Q04fxCn30

5/7: [CPA Academy] New Software & You: Elevating Your Tech Stack (CPE Credits)
Register: https://hubs.la/Q04fxv8n0

5/12: Why Tech-Forward Firms Have the Inside Track to the Future (Linkedin)
Register: https://hubs.la/Q04fxBcc0

5/26 - Post-Busy Season Review: Turning Pain Points into Progress (Rebroadcast from April 28; LinkedIn)
Register: https://hubs.la/Q04fxtHr0

No pitches here. We just want to know what the accounting community is reflecting on now that busy season’s finally over...
04/28/2026

No pitches here. We just want to know what the accounting community is reflecting on now that busy season’s finally over. The best ideas in this profession come from people who have been in the trenches (i.e., you).

We’d love to hear what your firm would do differently. Drop your observations below.👇

The firms that have the tough post-busy season conversations now are the ones who show up differently next year (for rea...
04/22/2026

The firms that have the tough post-busy season conversations now are the ones who show up differently next year (for real). Which of these is the hardest for your firm to answer honestly?🤔

We’ve been busy behind the scenes—and now, we’re back, ready to kick things off with a packed webinar lineup for the res...
04/20/2026

We’ve been busy behind the scenes—and now, we’re back, ready to kick things off with a packed webinar lineup for the rest of April.

Whether you’re looking for real-world case studies, unfiltered conversations with seasoned , or a practical post-busy season reset, there’s something here for everyone (including some CPE).

Here’s what’s coming up:

📅April 21—From Paper Chaos to Digital Success: How One Firm Transformed Its Tax Process
See how a Midwest Top 100 CPA firm used APIs from SafeSend to eliminate manual tasks and scale operations.
Register 👉 https://hubs.la/Q04cNhl40

📅April 22—The Future of Intake Documentation for Tax Firms (CPE credit)
How automation and AI are shortening the first mile of tax season—for good.
Register 👉 https://hubs.la/Q04cNjYY0

📅April 23—Tax Talk: An Unfiltered Q&A with Seasoned Professionals
A candid conversation with SurePrep customers and Thomson Reuters pros. No fluff. Just real talk.
Register 👉 https://hubs.la/Q04cN9Nm0

📅April 28—The Post-Busy Season Review: Turning Pain Points into Progress
Identify what worked, what didn’t, and how to make next busy season less of a grind.
Register 👉 https://hubs.la/Q04cN5mP0

Save your spot now!

04/15/2026

Sometimes, it seemed like April 15 would never arrive. But it did!

Congrats on another successful busy season, tax pros!

04/14/2026

Hey, . is over tomorrow (as if you haven’t already been counting down the days). So, that begs the question:

What’s the first thing you’re gonna do?

(You’ve earned whatever answer you pick, BTW). See you on the other side!

😴Sleep like I’ve never slept before.
🥂Happy hour (it’s already on the calendar).
🛫Go on the trip I booked months ago.
🤓Catch up on CPE.

Drop your emoji in the comments.👇

Address

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48108

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Wednesday 8am - 7pm
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