SafeSend

Overview

SafeSend provides cloud-based automation solutions designed specifically for tax and accounting firms. With a strong emphasis on workflow enhancement, the company streamlines processes from client intake to tax return delivery and e-signing. By integrating with major tax software platforms, SafeSend enables firms to save time and money while reducing errors and improving client experience.

Originally founded as cPaperless, SafeSend has evolved to address real-world challenges in the tax and accounting profession through innovative technology. Its portfolio includes an end-to-end platform, PDF markup tools, and features like SOC 2 Type 2 certified security and robust monitoring. As a subsidiary of Thomson Reuters, SafeSend is a trusted partner for thousands of firms seeking reliable and secure automation.

Basic Information

Contact Details

• Phone: +1 800-716-2558
• Website: safesend.com
• LinkedIn: linkedin.com/company/safesend-one

Key Focus Areas & Initiatives

• Automation for tax and accounting workflows
• Cloud-based document management
• Secure file transfer and client portals
• Integration with tax software platforms
• AI-driven data gathering and reminders
• Enhancement of client experience
• Electronic signature and PDF markup tools
• SOC 2 Type 2 certified security
• Custom questionnaires and batch processing

Technologies Used

• AI
• Active Campaign
• AdRoll
• DigitalOcean
• DoubleClick
• DoubleClick Conversion
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Google Dynamic Remarketing
• Google Font API
• Google Tag Manager
• Hubspot
• Linkedin Marketing Solutions
• Microsoft Office 365
• Mobile Friendly
• Nginx
• Outlook
• Pardot
• Remote
• Salesforce
• Sendgrid
• Slack
• Typekit
• WordPress.org
• YouTube
• Zendesk

Buyer Teams to Target

Engineering & Product Development

• VP of Engineering
• Director of Product Management
• Software Architect
• Senior Full Stack Developer
• QA Lead
• DevOps Manager

Finance & Accounting Technology

• VP of Finance
• Controller
• Lead Accountant
• Director of Tax Operations
• Accounting Systems Specialist
• Tax Workflow Manager

Operations & Client Success

• Director of Operations
• Client Success Manager
• Support Lead
• Implementation Specialist
• Chief Operating Officer
• Service Delivery Supervisor

Marketing & Business Growth

• VP of Marketing
• Growth Marketing Manager
• Brand Strategist
• Digital Marketing Lead
• Sales Enablement Specialist
• Public Relations Coordinator

What They Buy

• Cloud infrastructure & hosting services
• API integration platforms
• Tax software and accounting systems
• Document management and security solutions
• Electronic signature and workflow automation tools
• Client portal and communication platforms
• Marketing automation and CRM systems

Signals to Watch

• 📆 New job postings for engineering, product, or operations roles
• 💰 Major funding or merger/acquisition announcements
• 🚀 Product launches or integration with new tax software
• 🧑‍💻 Adoption of new technologies or tech stack updates
• 🗺️ Expansion into new service areas or markets
• 🫂 Leadership changes in finance or operations teams