Thomson Reuters Synergy Access the Thomson Reuters customer base and co sell SafeSend One across CCH Axcess, UltraTax CS, GoSystem Tax RS, ProSystem fx and Lacerte.

AI Driven ROI Position SafeSend One’s AI driven gathering and end to end automation as a high ROI platform for tax and accounting firms aiming to accelerate tax workflows and improve client experience.

Ecosystem Partnerships Capitalize on existing partnerships with CPACharge and Intuit Lacerte and pursue new integrations to broaden payment, file transfer, and data workflow capabilities.

Mid Market Growth Target mid market firms with 51 to 200 employees that stand to gain substantial efficiency savings and revenue growth by replacing manual processes with SafeSend One.

Security and Workflow Secure File Transfer, e signatures, automated reminders, online payments, and a security forward workflow that appeals to firms prioritizing compliance and client trust.