SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive CPA firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable.
SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about our digital solutions.
SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about our digital solutions.
Location: United States, California, Newport Beach
Employees: 51-200
Phone: (800) 716-2558
Founded date: 2008
Investors 1
| Date | Name | Website |
| - | Lead Edge ... | leadedge.c... |
Mentions in press and media 23
| Date | Title | Description |
| 23.03.2026 | Lead Edge Capital: $3.5 Billion Raised For Growth Equity Fund VII | Lead Edge Capital has announced the close of its seventh flagship fund with $3.5 billion in commitments, marking the firm’s largest fund to date and bringing its total capital raised since inception to $9 billion. The growth equity firm, wh... |
| 13.01.2026 | LifeSpeak Expands Executive Team to Set a New Standard in Digital Wellbeing | New CRO, CFO, and SVP of Client Experience join to scale AI-powered platform and deepen impact for more than 14 million members worldwide MINNEAPOLIS, Jan. 13, 2026 /PRNewswire-PRWeb/ -- LifeSpeak, a leading digital wellbeing platform trust... |
| 02.01.2025 | Thomson Reuters acquires SafeSend for $600 million to expand tax automation offerings in the U.S. | Thomson Reuters has acquired SafeSend, a tax automation and content technology company, in a $600 million all-cash deal, the company said on Wednesday. The acquisition will enable Thomson Reuters to streamline workflows for tax professional... |
| 02.01.2025 | Financing the Growth and Expansion of a Medical Practice Through Equipment Loans | Building up a medical practice requires considerable financial investment, which may reduce upfront costs by taking advantage of financing options. Lenders typically conduct credit evaluation and underwriting requirements before offering lo... |
| 02.01.2025 | Thomson Reuters Acquires SafeSend | Thomson Reuters Corporation (NYSE/TSX: TRI), a global content and technology company, acquired cPaperless, LLC, doing business as SafeSend, for $600m in cash. SafeSend is expected to generate approximately $60m of revenue in 2025 before the... |
| 30.10.2024 | SafeSend Announces its New Client Portal: A centralized, easy-to-use taxpayer dashboard to simplify document management | SafeSend®, the leading provider of automation technology for tax and accounting professionals, announced Client Portal, a new feature within its flagship product, SafeSend One™. ANN ARBOR, Mich., Oct. 30, 2024 /PRNewswire-PRWeb/ -- SafeSend... |
| 20.03.2024 | SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience | SafeSend offers award-winning automation technology for tax and accounting firms to provide an unmatched client experience. SafeSend, the leading provider of automation technology for tax and accounting firms, reported an 83% year-over-year... |
| 26.04.2023 | SafeSend Reports Record Platform Usage as Firms Embrace Automation | “Practitioners are seeing the benefits of automation technology and offering clients intuitive, convenient, and easy-to-use online tools tightly linked to the firm,” remarked Steve Dusablon, co-founder and Chief Innovation Officer. “We saw ... |
| 09.01.2023 | Accounting Association CPAmerica adds SafeSend as Preferred Provider | The opportunity to collaborate and share ideas is beneficial both for SafeSend and firms looking to increase efficiency, automate the tax workflow process, and elevate their client experience,” said Scott Fleszar, CEO of SafeSend. GAINESVIL... |
| 09.01.2023 | Accounting Association CPAmerica adds SafeSend as Preferred Provider | CPAmerica, Inc. is proud to welcome SafeSend as a new Preferred Provider for the association. This new partnership gives member firms access to SafeSend's innovative, emerging technologies that help practitioners work more efficiently and b... |
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