SafeSend

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

Sometimes, we like to joke about difficult clients. To be fair, here’s the flip side: green flags in a tax client.
08/26/2026

Sometimes, we like to joke about difficult clients. To be fair, here’s the flip side: green flags in a tax client.

Some firms make the same mistake in late summer: buying something new before figuring out what's broken. Here are five q...
08/21/2026

Some firms make the same mistake in late summer: buying something new before figuring out what's broken.

Here are five questions worth answering before you spend a dollar on next season.

The extension season starter pack. Tell us what we forgot!
08/18/2026

The extension season starter pack. Tell us what we forgot!

08/13/2026

Fill in the blank:

You know it’s extension season when __________.

A field guide to what your clients say versus what they mean. Add the one that haunts you in the comments. (We know you’...
08/11/2026

A field guide to what your clients say versus what they mean. Add the one that haunts you in the comments. (We know you’ve got one.)

08/04/2026

Let's settle a debate that only accountants can settle.

What's the real reason a return ends up on extension?

⌛Still waiting on a K-1
👻They ghosted us in March
🤯Genuinely complex return
😬They “forgot” (again)

Disclaimer: We're not naming names. We're just collecting data. Add yours below if none of these quite capture it.

The last Friday of July is System Administrator Appreciation Day, so this one’s for the people who keep firm tech runnin...
07/31/2026

The last Friday of July is System Administrator Appreciation Day, so this one’s for the people who keep firm tech running, push the updates nobody notices, keep the integrations talking, and quietly fix things before a ticket gets filed.

To every admin who keeps things humming so no one else has to think about it: thank you. We see you.

Before August enters the chat, remember that the strongest firms treat these quiet months as a head start. 👉Evaluate you...
07/28/2026

Before August enters the chat, remember that the strongest firms treat these quiet months as a head start.

👉Evaluate your client list
👉Tighten your workflow
👉Test the tools you skipped in March

Future-you (the one staring down another April) will thank you.

Summer isn’t the off season. It’s the planning season. Here are four things your firm should be doing while it’s [relati...
07/21/2026

Summer isn’t the off season. It’s the planning season.

Here are four things your firm should be doing while it’s [relatively] calm.

Today is AI Appreciation Day! 🤖We’ll keep it short, because you’ve heard enough AI talk to last at least three busy seas...
07/16/2026

Today is AI Appreciation Day! 🤖

We’ll keep it short, because you’ve heard enough AI talk to last at least three busy seasons.

Our whole philosophy? The best way to appreciate AI is to let it do the grunt work (sorting documents, building request lists, categorizing files), so your team can do the work only humans can.

That’s it. That’s the post.

Address

777 E Eisenhower Pkwy, Suite 950
Ann Arbor, MI
48108

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 7pm

Telephone

+18007162558

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