Steven Lyon

Product Specialist Manager
(800) 716-2558

Steven Lyon, Product Specialist Manager, has more than nine years of experience working in tax and accounting technology and oversees the training and implementation team at SafeSend. 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 the SafeSend Suite. Steven is a proud Army veteran and enjoys spending time with his family and being outdoors. He loves sharing the “aha” moment with firms as they discover how the SafeSend Suite 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 their 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. Their 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 offered include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit to learn more about their digital solutions