SafeSend Returns and TaxCaddy Announce Partnership to Integrate Tax Return Preparation, Assembly and Delivery Solutions

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Award Winning Innovation Developers Aim to Improve the Tax Return Process Jointly

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SafeSend Returns and TaxCaddy Announce Integration Partnership

CPA firms are hungry for solutions that improve the tedious tasks associated with 1040 returns. The marrying of SafeSend Returns with TaxCaddy is not only automating those processes, it is improving morale in the firms, and providing visibility to both the CPA and their clients...

SafeSend Returns and TaxCaddy announced a partnership to transform the tax return assembly and delivery process through a new integration of their award winning solutions. The partnership will launch with a free webinar, Award Winning Innovations in 1040 Technology, hosted by the two companies’ CEOs. The webinar is eligible for CPE credit and will be held on June 7th at 11am Pacific Time.

Live demonstrations of the solutions will be available at the AICPA ENGAGE conference in Las Vegas, Nevada June 9th through the 14th. It is the largest gathering of accounting professionals annually to learn about new solutions available to the accounting technology marketplace; attendees who participate in a demo of each product will be entered to win an iPad and an Apple Watch.

Steve Dusablon, CEO of SafeSend Returns, commented on the partnership “CPA firms are hungry for solutions that improve the tedious tasks associated with 1040 returns. The marrying of SafeSend Returns with TaxCaddy is not only automating those processes, it is improving morale in the firms, and providing visibility to both the CPA and their clients that has never been available until now.” He continued, “We are excited about the partnership, and joint commitment to improving the lives of CPAs.”

The two systems integrated will eliminate the paper organizer and deliver to the taxpayer an online dashboard with the returns, a calendaring system of payment dates, amounts due, and payees, as well as alerts and notifications to both the CPA and the client. Combined, the solutions save the CPA firm over two hours per return and dramatically improve client service.

David Wyle, CEO of SurePrep, added “Automation is at the top of everyone’s mind and the integrated combination of TaxCaddy and SafeSend Returns provides the most streamlined 1040 process in the tax and accounting profession. The old paper-based processes are costly, outdated and inefficient. We are transforming the way tax returns are completed and moving the needle on true automation.”

About SafeSend Returns
SafeSend Returns, a cPaperless product, is the winner of the 2016 and 2017 CPA Practice Advisor Magazine’s Technology Innovation award. Providing easy-to-use software for CPAs, the company has redefined the way accounting firms assemble and deliver tax returns to their clients. SafeSend Returns eliminates the manual and physical delivery of tax returns prepared in CCH® Axcess™ and CCH® ProSystem fx® saving firms $40 per return. For more information, visit http://www.safesend.com/safesend-returns/.

About TaxCaddy
TaxCaddy, a SurePrep product, is the finalist of the 2017 CPA Practice Advisor Magazine’s Technology Innovation award. TaxCaddy reduces tax season workload compression by giving you access to your client's 1099s, 1098s and W-2s the day they’re issued. TaxCaddy eliminates the cost and inefficiency of paper organizers. TaxCaddy integrates with tax software to automate 1040 preparation. Plus, TaxCaddy lets you provide a much better client experience. To learn more about how TaxCaddy benefits tax professionals, visit https://corp.sureprep.com/software/taxcaddy/. ###

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Andrew Hatfield
@safesendonline
since: 09/2015
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