Ann Arbor’s SafeSend Gets Investment to Accelerate Workflow Tech

SafeSend, an Ann Abor-based provider of workflow automation technology for CPAs and tax preparers, has received an unspecified investment from Lead Edge Capital, a growth-stage investment firm based in New York and Santa Barbara, Calif.
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man using computer
Lead Edge Capital has invested in SafeSend, an Ann Abor-based provider of workflow automation technology for CPAs and tax preparers. // Photo courtesy of SafeSend

SafeSend, an Ann Abor-based provider of workflow automation technology for CPAs and tax preparers, has received an unspecified investment from Lead Edge Capital, a growth-stage investment firm based in New York and Santa Barbara, Calif.

The investment is intended to accelerate the growth of the SafeSend Suite, which enables complete digitization of the “last mile” of professional tax preparation. It displaces traditional, labor-intensive methods with digital assembly, secure delivery, and integrated e-sign of completed tax returns.

“We are excited to partner with Lead Edge Capital,” says Steve Dusablon, founder and chief innovation officer at SafeSend. “Their proven track record supporting high-growth technology businesses and their vast network of resources and domain experts will help guide us through our next stage of growth.

“The partnership with Lead Edge paves the way for accelerated investment in the SafeSend Suite and progress towards our vision of streamlining and automating every client touchpoint across the tax preparation engagement lifecycle.”

SafeSend Returns, SafeSend’s flagship offering, allows CPA firms and tax preparers to benefit from automated, centralized, and standardized workflows, and the firm’s clients benefit from an intuitive, secure, and engaging online experience, according to the company.

“The SafeSend Suite is redefining how tax and accounting professionals work, and how they interact with and serve their clients,” says Nimay Mehta, general partner at Lead Edge Capital, who will join SafeSend’s board of directors. “As we evaluated the overall shift of the profession to cloud-based solutions, the increase in work-from-anywhere trends, and the rapid digitization of professional tax return preparation collaboration tools and processes, we saw a great opportunity to invest in a high growth organization with a unique solution loved by its customers.”

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