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SafeSend
(800) 716-2558
www.safesend.com

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 accounting firms and tax professionals rely on their 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. Their 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 offered 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 their digital solutions

Archived Webinars

DIGITAL WORKPAPER PREP WITH TICTIE CALCULATE®
Recorded Date December 3, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
BALANCING AUTOMATION AND PERSONAL CONNECTION
Recorded Date October 31, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
HOW AUTOMATED TAX TECHNOLOGY IS PROVIDING UNRIVALED CUSTOMER EXPERIENCE
Recorded Date August 27, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
CRUSHING EXTENSION SEASON: ELIMINATING DEADLINE DREAD WITH TAX AUTOMATION
Recorded Date July 25, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
ERASE CLIENT FRUSTRATION WITH AUTOMATED TAX RETURN DELIVERY THEY'LL ADOPT
Recorded Date June 27, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
GET TAX READY! RETHINKING THE CLIENT ORGANIZER
Recorded Date January 18, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
SAFESEND SOLVES TAX RETURN GATHERING, ASSEMBLY, DELIVERY & E-SIGN
Recorded Date December 20, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
GET TAX READY! HOW AI IS SOLVING SOURCE DOCUMENT GATHERING
Recorded Date December 14, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
SOURCE DOCUMENT GATHERING, DELIVERY & E-SIGN ISSUES
Recorded Date September 21, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
GET TAX READY! SOLVING SOURCE DOCUMENT GATHERING ISSUES
Recorded Date September 7, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
SEE WHY 65% OF TOP 500 FIRMS USE THE SAFESEND SUITE
Recorded Date June 28, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
GET 40% OR MORE OF YOUR CLIENT ORGANIZERS COMPLETED DIGITALLY
Recorded Date June 22, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
GET SIGNED 8879s BACK IN LESS THAN ONE DAY
Recorded Date May 19, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
THE SUITE LIFE: EMPOWERING STAFF WITH AUTOMATED PROCESSES
Recorded Date January 19, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
TAX AUTOMATION TOOLS THAT MAKE STAFF SMILE (AND STAY!)
Recorded Date September 22, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
EMBRACE AUTOMATION, EMPOWER STAFF, & REDUCE FRUSTRATION FOR REMOTE CLIENTS
Recorded Date June 23, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
WHEN THERE IS NO ONE TO HIRE: FINDING VALUE IN AUTOMATED PROCESSES
Recorded Date January 13, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
USING ADOBE ACROBAT & TICTIE CALCULATE TO SIMPLIFY & PREPARE DIGITAL WORKPAPERS
Recorded Date January 6, 2022  Cost Free Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
AUTOMATING THE TAX ENGAGEMENT LIFE CYCLE
Recorded Date September 1, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
TAX PACKAGE E-SIGNING THAT ACTUALLY WORKS
Recorded Date June 2, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
CLIENT COLLABORATION: AUTOMATE EVERY TOUCHPOINT IN THE TAX ENGAGEMENT
Recorded Date January 7, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
AWARD WINNING INNOVATIONS IN 1040 TECHNOLOGY
Recorded Date October 2, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
START YOUR GROWTH ENGINE: REV UP YOUR PROFITS WITH THE RIGHT APPROACH TO PAYROLL
Recorded Date February 22, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
WIN PAYROLL BUSINESS, GROW PROFITS AND LOWER RISK
Recorded Date October 30, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
TURN PAYROLL INTO A PROFITABLE OPPORTUNITY
Recorded Date September 27, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
USING ADOBE ACROBAT TO PREPARE 1040 WORKPAPERS
Recorded Date July 12, 2016  Cost Free Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
E-SIGN FORM 8879 AS PART OF THE PAPERLESS TAX RETURN ASSEMBLY & DELIVERY PROCESS
Recorded Date December 3, 2015  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
WHY CLIENT PORTALS FAIL: UNDERSTANDING FILE TRANSFER SOLUTIONS AND ALTERNATIVES
Recorded Date June 4, 2015  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
ENCRYPTING PDF FILES IN EMAIL ATTACHMENTS: REDUCE RISK, AUTOMATION & COMPLIANCE
Recorded Date May 19, 2015  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
FUTURE OF FILE SHARING: CHALLENGES OF PORTALS, PDF ENCRYPT, DOC DELIVERY, E-SIGN
Recorded Date June 27, 2014  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
Linkedin
Steve Dusablon

SafeSend
Co-Founder & Chief Innovation Officer
steve.dusablon@cpaperless.com
(949) 510-3365

Professional Bio.

Linkedin
Andrew Hatfield

SafeSend
Co-Founder & Chief Growth Officer
andrew.hatfield@safesend.com
(800) 716-2558

Professional Bio.

Linkedin
Steven Lyon

SafeSend
Product Specialist Manager
steven.lyon@safesend.com
(800) 716-2558

Professional Bio.

Joe Wroblewski

SafeSend
Senior Product Enthusiast
joe.wroblewski@safesend.com
(800) 716-2558

Professional Bio.