How @SafeSend_One works in 7 minutes: I recently produced a (sponsored) demo of SafeSend’s tax workflow goodies It’s all the stuff you wish your tax software did (that it’ll never do) Things I like about it: 1️⃣ The new “Gather” feature is exactly what I’ve been wanting for the last 15 years (not an exaggeration) 2️⃣ Just let clients chuck a pile of docs into the system, and it’ll auto-complete the checklist for them 3️⃣ I can still let the client complete an organizer if they want to, but it makes them fillable 4️⃣ Their original bread and butter delivery automation remains the most fully featured way to ship returns 5️⃣ They’ve given me reason to believe they’re going to keep investing in AI, which is sorely needed in the tax space If you caught my 2025 tax tech recommendations you saw SafeSend show up in several places The biggest trap here: your practice management system does some of these things poorly, so you don’t want to pay for another tool Listen to me 👂 Your PM doing a half-baked version of a thing you need, doesn’t eliminate your need for that thing Especially when it’s so bad you don’t even use the feature! Get the tool to do the job, then reassess next year If you need a solution for the problem today, move forward with a solution that actually works, today This is a sponsored post 100% of thoughts in this post are my own, the sponsor had no input And 100% of proceeds from these sponsored posts go to accounting charities 🤘 $25k donated in 2024 so far
