SafeSend

Name

SafeSend

Legal name

cPaperless, LLC

Website

https://safesend.com

Company type

Private

Founded year

2008

Operating status

Acquired

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Tax Workflow Automation Software

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)

akta.pro secondary industries

Tax & Financial Document Preparation Organization (Non-Advisory) (HSAFAEAG), Taxpayer Registration, Identity & Account Management (BPAIADAB)

Keywords

• Tax workflow automation
• Electronic tax returns
• Document gathering AI
• ESignature solutions
• Accounting firm software

Headquarters

HQ city

Ann Arbor

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. SafeSend One Subscription: Cloud-based tax workflow automation platform sold as subscription packages. Pricing includes tiered Essential Gather, Essential Deliver, and Premium options with per-return unit pricing. Customers purchase return credits/units that are consumed as tax returns are processed.
2. Unit-based Pricing: Per-return pricing model where firms purchase return credits. Active User is defined as a firm using SafeSend Suite to deliver tax returns to their clients. Ancillary services have usage ratios tied to return volumes.
3. Ancillary Add-on Services: Additional services including SafeSend Signatures (eSign), SafeSend Extension, and SafeSend Organizers available as add-ons to core return delivery service, with usage-based consumption ratios.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

SafeSell provides a cloud-based tax workflow automation SaaS platform (SafeSend One) for US accounting firms that automates the entire tax process from client intake through final return delivery. Core capabilities include AI-powered document gathering and organization (Next Gen Gather AI), automated tax return assembly and delivery within minutes, electronic signatures with KBA, secure file transfer, client portal, organizers, letter builder, and extensions, with native integrations to the major US tax preparation software platforms (Thomson Reuters, Wolters Kluwer CCH, Intuit Lacerte).

Product overview

SafeSend is a tax workflow automation platform comprising SafeSend One as the unified core platform with integrated modules including Next Gen Gather AI (AI-powered document gathering), Tax Returns (automated assembly and delivery), eSignatures, Secure File Transfer, Organizers, Client Portal, Letter Builder, and Extensions. The platform also includes TicTie Calculate as a separate PDF markup tool for workpaper preparation. SafeSend One is the end-to-end solution that connects to major tax preparation software (Thomson Reuters UltraTax CS, GoSystem Tax RS, Intuit Lacerte, Wolters Kluwer CCH Axcess, ProSystem fx Tax) and payment processors (Stripe, CPACharge, Aiwyn) to automate the entire tax process from client intake through final delivery. Founded in 2008, the company was acquired by Thomson Reuters in January 2025 for $600 million.

Differentiator

Problem solved

Functional benefit

Brands

• SafeSend One: End-to-end tax workflow automation platform that automates the entire tax process from intake through delivery, featuring Next Gen Gather AI, tax return delivery, eSignatures, secure file transfer, and client portals.
• TicTie Calculate

Products and services

• SafeSend One End-to-end cloud-based tax workflow automation platform that automates the entire tax process from client intake through final delivery, unifying Next Gen Gather AI, Tax Returns, eSignatures, Secure File Transfer, Organizers, Client Portal, Letter Builder, and Extensions. Sold via tiered Essential Gather, Essential Deliver, and Premium subscriptions with per-return unit pricing to US tax and accounting firms.
• TicTie Calculate Separate sub-brand digital PDF markup and workpaper preparation tool for tax and accounting professionals, providing tickmarks, bookmarks, cross-references, calculator tapes, and page sign-offs. Marketed as the #1 electronic workpaper preparation tool for tax and accounting professionals with its own login environment.

Quantifiable outcome

• Saves firms over 800,000 hours and $60 million per year
• +5 more outcomes

Named customers11 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability4 records

Feature8 records

Partnerships

Seven partnerships are on record, tiered flagship and core.

• Thomson ReutersflagshipStrategic or Co-development Partner · 3 January 2025Thomson Reuters acquired SafeSend for $600 million in cash in January 2025. SafeSend operates as part of Thomson Reuters tax automation suite, with products integrated into Thomson Reuters offerings including UltraTax CS and GoSystem Tax RS. The acquisition expanded Thomson Reuters tax automation capabilities for accounting professionals.
• Thomson Reuters UltraTax CS & GoSystem Tax RScoreTechnology or IntegrationSafeSend integrates exclusively with Thomson Reuters UltraTax CS and GoSystem Tax RS. Firms can send completed tax returns to SafeSend with one click from these platforms.
• Wolters Kluwer / CCHcoreTechnology or IntegrationSafeSend integrates with Wolters Kluwer CCH Axcess and is compatible with ProSystem fx Tax. Available through CCH Axcess API Marketplace. SafeSend was a member of Wolters Kluwer's CCH Marketplace program.
• Intuit LacertecoreTechnology or IntegrationSafeSend integrates with Intuit Lacerte tax preparation software. One-click action within Lacerte to send one or bulk client tax returns to SafeSend. Partnership with Intuit Accountants group.
• TaxCaddy (part of Thomson Reuters)coreTechnology or IntegrationTaxCaddy, part of Thomson Reuters, integrates with SafeSend to eliminate traditional organizers and increase client satisfaction during 1040 client experience with a consolidated, user-friendly app.
• SurePrep (part of Thomson Reuters)coreTechnology or IntegrationSurePrep, part of Thomson Reuters, partners with SafeSend to simplify tax workflows and expedite 1040 preparation from start to finish as part of comprehensive tax solutions.
• CPACharge and SafeSend PartnershipcoreStrategic or Co-development PartnerNew partnership announced June 2025 between CPACharge and SafeSend to simplify payments for accounting professionals. Integration between the two platforms streamlines payment collection within the tax workflow.

Scale indicators15 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Rightworks: Cloud platform serving US accounting firms with hosting, applications, and workflow tools. Competes for the same firm-level productivity budget as SafeSend, particularly among small and mid-market practices.
• Karbon: Practice management workflow software for accounting firms. Adjacent rather than identical, but increasingly overlapping with SafeSend's engagement letter, organizer, and client communication use cases.
• Canopy: Practice management software for accounting firms with document collection, client portal, and workflow automation. Competes with SafeSend's Organizers and Client Portal modules, especially in the SMB segment.
• FlyFin: AI-native consumer/SMB tax preparation service with human CPAs in the loop. Represents the long-term threat of bypassing the traditional accounting firm channel that SafeSend's per-return model depends on.
• TaxDome: All-in-one practice management platform for accounting and tax firms with client portal, document management, and e-sign features. Targets the same small/mid-market firms as SafeSend's lower tiers.

Direct peers

• TaxCaddy: A Thomson Reuters-owned client organizer and document collection portal for individuals and accounting firms. Overlaps with SafeSend's Client Portal and Organizers modules and is now part of the same parent suite.
• SurePrep: Acquired by Thomson Reuters in 2021, SurePrep provides 1040 tax automation including document organization and workpaper preparation. Now a sister product to SafeSend within the Thomson Reuters tax suite and the most direct functional overlap on 1040 workflow automation.

Broad incumbents

• DocuSign: The dominant general-purpose e-signature platform. Competes with SafeSend's eSignatures module on functionality while being broader and less tax-specialized — a horizontal incumbent that tax firms sometimes already have.
• Intuit Lacerte / ProConnect Tax Online: Intuit's professional tax-prep products bundle e-file, e-sign, and client experience tools. They are both a SafeSend integration partner and a potential competitor as Intuit expands native workflow automation.
• Wolters Kluwer CCH Axcess: Major tax-prep platform with native workflow, e-sign, and client portal capabilities that compete with SafeSend's modules. Wolters Kluwer is also a SafeSend integration partner, illustrating the same platform-vs-software dynamic.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/safesendreturns
• YouTubeyoutube.com/channel/UCIpNUOO2o8X0LlH18FiqG_w
• Facebookfacebook.com/safesend
• LinkedInlinkedin.com/company/cpaperless-llc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SafeSend