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Case Study
How BMSS Cut Tax Prep Time and Boosted Staff Morale
Friday, August 15, 2025 SafeSend BMSS was spending too much time on tax returns and staff were feeling the pressure. After switching to SafeSend One, they saw major time savings, fewer errors, and happier clients. This case study shares how they streamlined across three offices and transformed the tax engagement from start to finish.
Case Study
How One Firm Cut Tax Appointments by 90%
Friday, August 15, 2025 SafeSend GSA LLP was buried in tax appointments, manual admin work, and outdated processes. After switching to SafeSend One, the firm saved time, reduced burnout, and made life easier for staff and clients alike. Hear how one change led to better client service and fewer long nights. Download the case study to see what changed.
eBook
21 Proven Strategies To Slash Your Business Expenses Fivefold
Wednesday, August 6, 2025 Forwardly A practical guide for business owners to identify hidden costs, reduce spending fast, and boost operational efficiency without cutting corners.
Research / Report
Compare Top Payroll Tools by Price and Functionality
Friday, July 25, 2025 Capterra Payroll software shouldn’t be a guessing game. This guide shows you which products offer the most value, based on real user ratings.
Guide
Your Guide to Payroll Software Costs and Features
Friday, July 25, 2025 Capterra This guide uses real buyer data to show what payroll systems actually cost, what features you get at each tier, and how top-rated tools compare.
Summary
Do CEO Stock Options Lead to More Workplace Violations?
Monday, July 14, 2025 AAA Impact Hub This study examines how CEO risk-taking incentives, particularly through stock options (called "vega"), are associated with workplace misconduct, including labor law violations and health and safety breaches....
Guide
The Hidden Revenue Stream Most CPAs Are Overlooking in 2025
Thursday, June 19, 2025 Tailor Brands Discover how forward-thinking CPAs are turning LLC questions into passive income
Summary
Why Don’t the Benefits of Continuous Auditing Show Up Right Away?
Monday, June 16, 2025 AAA Impact Hub This study investigates why companies are slow to adopt continuous auditing (CA) in their internal audit functions despite its promised benefits. Using field data from a global food retailer, the researchers examine two key factors...
Guide
How To: Farm Financial Planning & Budgeting at Scale
Thursday, June 5, 2025 Figured Learn how to easily deliver financial planning and budgeting services to your farm & agriculture clients. Download this free guide that covers the types of actions to take throughout the year, when, and how - without adding to your workload.
White Paper
How Firms Can Leverage This Past Busy Season
Tuesday, May 13, 2025 SafeSend Your workflows, tech gaps, and stress points are still fresh. This guide helps you turn that knowledge into action before the next tax season hits. Learn how leading firms are assessing pain points, embracing AI, and building smarter processes.
Guide
What Great Farm Financial Management Looks Like
Thursday, May 1, 2025 Figured Based on 10+ years of experience with 35,000+ farm businesses and advisors, learn how CPAs serving agriculture clients can streamline farm accounting and deliver scalable, high-value advisory services that drive stronger financial results for farmers.
Guide
How to Actually Take Care of Yourself During Busy Season
Tuesday, April 22, 2025 SafeSend Tax season doesn’t have to mean burnout. This guide offers strategies to help CPAs reduce stress, stay focused, and keep their energy up. From nutrition tips to automation, it’s everything you need to survive tax season and feel better through it.