SafeSend
- Company typePrivate
- Founded2008
- HeadquartersAnn Arbor, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
SafeSend firmographics
Firmographics- 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
SafeSend industry classification
Industry- 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
Where SafeSend is headquartered
LocationHeadquarters
- HQ city
- Ann Arbor
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
SafeSend business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- 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.
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Essential Gather - Starter Pack with AI-Powered core features |
| Subscription | Annual | Essential Deliver - Core tax return delivery features |
| Subscription | Annual | Premium - End-to-end priority support package |
| Unit Pricing | Pay-as-you-go | Per-Return Unit Pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
SafeSend product offering
Product offeringCore 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
Companies that use SafeSend
Customer profileNamed customers11 records
Segments2 records
Ideal customer profiles2 records
SafeSend technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability4 records
Feature8 records
SafeSend partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered flagship and core.
- Thomson ReutersflagshipThomson 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 RScoreSafeSend 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 / CCHcoreSafeSend 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 LacertecoreSafeSend 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)coreTaxCaddy, 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)coreSurePrep, 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 PartnershipcoreNew 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
SafeSend competitors and assessment
Company assessmentEmerging 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
SafeSend social profiles
Digital presenceSafeSend compliance and trust
Trust signalCompliance4 records
SafeSend financial estimates
Financial estimateRevenue estimate
Valuation estimate
SafeSend leadership team
Management profileNumber of profiles
Profiles5 records
SafeSend funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SafeSend M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SafeSend
What does SafeSend do?
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).
Is SafeSend a public or private company?
SafeSend is a private company. It is classified as corporate owned and is currently acquired.
When was SafeSend founded?
SafeSend was founded in 2008. It employs 101 to 250 people.
Where is SafeSend based?
SafeSend is headquartered in Ann Arbor, United States, in the North America region.
How does SafeSend make money?
Three revenue lines are on record. SafeSend One Subscription is the primary driver. The others are unit-based Pricing and ancillary Add-on Services.
Who are SafeSend's main competitors?
Emerging players on record are Rightworks, Karbon, Canopy, FlyFin and TaxDome. Direct peers are TaxCaddy and SurePrep. Broad incumbents are DocuSign, Intuit Lacerte / ProConnect Tax Online and Wolters Kluwer CCH Axcess.
Does SafeSend have an API?
Yes. SafeSend offers a public API and developer portal enabling firms to integrate SafeSend One into their existing technology workflows. Available capabilities include: routing taxpayer-signed documents directly to long-term storage solutions, automatically sending new source documents uploaded by taxpayers to preparer workstations via Organizer APIs, and automating tasks such as archiving returns, sending customized reminders, pulling current information, and uploading returns. The developer portal provides technical documentation, API reference, webhooks, supporting FAQs, and sample code with a testing environment. Access is via the developer portal at developer.safesend.com. Developer documentation is at developer.safesend.com.
What industry is SafeSend in?
SafeSend's product category is Tax Workflow Automation Software. Its primary akta.pro industry code is BPAIADAO, Revenue Systems, E-Filing & Digital Tax Administration, with a secondary code of HSAFAEAG, Tax & Financial Document Preparation Organization (Non-Advisory). Its NAICS code is 541213 and its SIC code is 7372.