# SafeSend

> SafeSend is a Thomson Reuters-owned software company serving accounting and tax firms. Its cloud platform automates client document gathering, tax return assembly and delivery, electronic signatures, reminders and K-1 distribution, with integrations for major professional tax preparation systems.

- **Founded:** 2008
- **Headquarters:** Ann Arbor, United States
- **Founders:** Steve Dusablon (Co-founder; Chief Innovation Officer at the August 2024 launch), Andrew Hatfield (Co-founder; Chief Growth Officer at the August 2024 launch)
- **Products:** SafeSend One, Next Gen Gather AI, SafeSend Returns, TicTie Calculate, SafeSend Exchange / Secure File Transfer
- **Notable:** Acquired by Thomson Reuters for USD 600 million cash on January 2, 2025., Used by 70% of the top 500 U.S. accounting firms at acquisition, according to Thomson Reuters., Company reports more than 10 million tax returns delivered and four Tax & Accounting Technology Innovation Award wins.

## Products & services

- **SafeSend One** — Cloud-based tax engagement workflow platform combining intake, document exchange, return delivery, e-signatures and client coordination.
- **Next Gen Gather AI** — Generates document request lists, recognizes and categorizes uploaded documents, supports questionnaires and tracks intake progress.
- **SafeSend Returns** — Automates completed tax return assembly, review, delivery, e-signatures, reminders and electronic K-1 distribution.
- **TicTie Calculate** — Adobe Acrobat workpaper tool with tickmarks, calculator tapes, bookmarks and cross-references.
- **SafeSend Exchange / Secure File Transfer** — Secure document exchange, client upload links and large-file transfer.
- **Letter Builder** — Centralized engagement-letter templates, personalization, bulk delivery and role-based controls.
- **eSignatures, Organizers, Extensions and Client Portal** — Supporting tools for signature collection, fillable organizers, extension packages and client document access.

## Achievements

- Acquired by Thomson Reuters for USD 600 million cash on January 2, 2025.
- Used by 70% of the top 500 U.S. accounting firms at acquisition, according to Thomson Reuters.
- Company reports more than 10 million tax returns delivered and four Tax & Accounting Technology Innovation Award wins.
- The 2026 CPAFMA survey reports SafeSend at 58% for tax return delivery among survey respondents; 162 firms participated overall.

## Latest updates

- **2026-07** — July 25 release added Custom Shared Folders, federal Form 709 support and document request lists generated from prior filed SafeSend Returns data; also documented numerous fixes.
- **2025-07** — July 26 release introduced Letter Builder for standardized, personalized and bulk engagement letters.
- **2025-01** — Thomson Reuters acquired SafeSend for USD 600 million cash, stating it would continue supporting multiple software vendors.
- **2024-08** — Launched SafeSend One and Next Gen Gather AI.

## Links

- Website: https://safesend.com/
- LinkedIn: https://www.linkedin.com/company/safesend-one
- Twitter/X: https://twitter.com/safesendreturns
- YouTube: https://www.youtube.com/channel/UCIpNUOO2o8X0LlH18FiqG_w
- Facebook: https://www.facebook.com/safesend

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Profile page: https://yespress.io/safesend
Published by YesPress — https://yespress.io
Last updated: 2026-10-02