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Steve Lyon

SafeSend
Returns Product Enthusiast
steven.lyon@safesend.com
208-391-8960

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Steven Lyon is a SafeSend Returns Product Enthusiast with more than seven years of experience working in tax and accounting technology. He leverages his expertise in areas such as support, development, and sales to help new and existing customers make a big impact in their firms using SafeSend Returns. Steven is a proud Army veteran and is based in Boise, Idaho. Since 2013, he has held many roles at SafeSend, but loves sharing the “aha” moment with firms most as they discover how SafeSend Returns makes the tax engagement easier for both the firm and their clients. 

About Us: SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable.  

SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about our digital solutions.

Upcoming Live Webinars

USING ADOBE ACROBAT & TICTIE CALCULATE TO SIMPLIFY & PREPARE DIGITAL WORKPAPERS

Available Date(s)
Thursday, November 04, 2021: 2:00PM EDT
Thursday, December 09, 2021: 2:00PM EST
Thursday, January 06, 2022: 2:00PM EST

CostFREE  CPE Credits2.0 hours  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other     This webinar was previously titled: Using Adobe Acrobat to Prepare 1040 Workpapers 

Archived Webinars Offered

USING ADOBE ACROBAT & TICTIE CALCULATE TO SIMPLIFY & PREPARE DIGITAL WORKPAPERS

Date RecordedSeptember 2, 2021  CostFREE  Course Length2.0 hours  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other