List of SafeSend One Customers
Ann Arbor, 48108, MI,
United States
Since 2010, our global team of researchers has been studying SafeSend One customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SafeSend One for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SafeSend One for Tax Management include: Sikich, a United States based Professional Services organisation with 1600 employees and revenues of $316.0 million, Rehmann, a United States based Professional Services organisation with 900 employees and revenues of $150.0 million, Honkamp Krueger & Co., P.C., a United States based Banking and Financial Services organisation with 460 employees and revenues of $71.0 million and many others.
Contact us if you need a completed and verified list of companies using SafeSend One, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SafeSend One customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Honkamp Krueger & Co., P.C. | Banking and Financial Services | 460 | $71M | United States | SafeSend | SafeSend One | Tax Management | 2023 | n/a |
In 2023, Honkamp Krueger & Co., P.C. implemented SafeSend One to automate post-signature tax return processing across its U.S. tax practice, applying a Tax Management solution to streamline delivery and release workflows. The rollout focused on embedding SafeSend One APIs into the firm’s tax processing sequence to remove manual handoffs and accelerate client return delivery.
The implementation leveraged SafeSend One APIs to orchestrate post-signature workflows, enabling automated routing of completed returns, status-driven release logic, and API-triggered notifications to downstream processing steps. Functional capability coverage emphasized tax delivery automation and workflow orchestration typical of Tax Management applications, with configuration centered on post-signature processing rather than pre-filing tax preparation.
Integrations were executed through SafeSend One APIs connecting into Honkamp’s internal tax operations and document handling processes, keeping the integration layer API-first and focused on return release automation. Operational scope was explicitly the firm’s U.S. tax practice, impacting tax return processing and client delivery functions.
Governance changes concentrated on centralizing post-signature control and eliminating manual checkpoints to speed release cadence. The SafeSend case study reports about 300 busy-season hours saved and $96,000 in labor-cost reductions tied to the use of SafeSend One APIs for tax delivery and workflow automation.
|
 |
Rehmann | Professional Services | 900 | $150M | United States | SafeSend | SafeSend One | Tax Management | 2017 | n/a |
In 2017 Rehmann adopted SafeSend Returns for its U.S. tax practice, an implementation in the Tax Management category that the vendor now represents as SafeSend One. The engagement centered on automating tax document assembly and client delivery workflows for the firm’s tax practice, and SafeSend One is cited by the vendor as the current application platform supporting that work.
The implementation consolidated tax assembly, electronic signature orchestration, and secure document delivery into a single workflow. Functional capabilities implemented included automated tax return compilation and bundling, integrated e-signature routing, and delivery tracking, with vendor materials indicating later adoption of SafeSend One features such as Next Gen Gather AI for data collection and intake automation. The narrative restates SafeSend One as the current application name and aligns these capabilities with common Tax Management functional terminology.
Operational scope was the U.S. tax practice, affecting preparers and client service teams and standardizing assembly and client delivery processes. Governance incorporated template standardization and signature workflow controls to enforce consistent document handling and client acknowledgment. Outcomes reported in vendor materials include a reduction in assembly time from roughly 25 to 30 minutes down to around five minutes for return assembly.
|
 |
Sikich | Professional Services | 1600 | $316M | United States | SafeSend | SafeSend One | Tax Management | 2018 | n/a |
In 2018, Sikich implemented SafeSend Returns for Tax Management, a capability that later evolved into SafeSend One. Sikich used SafeSend Returns to electronically deliver tax returns and distribute K-1s to its U.S. tax clients, improving delivery reliability and reducing postage and manual portal support. This usage establishes SafeSend One as the firm’s Tax Management application for client-facing tax delivery and K-1 distribution workflows.
The deployment centered on SafeSend One tax delivery and K-1 distribution modules, with configuration focused on electronic delivery workflows, document packaging, and client notification processes consistent with Tax Management functionality. Operational coverage targeted Sikich’s U.S. tax practice, shifting governance toward centralized electronic distribution and reducing manual portal support activities. Specific system integrations are not documented in source materials, however module usage is inferred from the 2018 implementation and vendor evolution into SafeSend One.
|
Buyer Intent: Companies Evaluating SafeSend One
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||