Steven is a Sales Executive at SafeSend, bringing over a decade of experience in tax industry software. With a deep understanding of the market and a proven ability to connect solutions with customer needs, he is dedicated to helping firms streamline their workflows and maximize efficiency. His expertise and commitment to client success make him a trusted advisor in the industry.

An Army veteran, Steven lives in Meridian, Idaho, with his wife and three daughters. Outside of work, he enjoys shooting sports, camping, fishing, motorcycle riding, and embracing new outdoor adventures.

In her 22+ years at Arizent, Jennifer has worked in editorial, marketing services and most recently, research, in roles including managing editor, project manager and operations director. She brings the skills she’s developed over the years into her current position, where she manages clients, projects, schedules and budgets for the company’s varied research undertakings. Beyond day-to-day operations, Jennifer works closely with clients on developing their research-based content, with particular expertise in the areas of accounting, financial planning and employee benefits. She holds a project management professional (PMP) certification as well as a BS from the University of Michigan. In her non working hours, she enjoys quality time with her 2 feline superiors, visiting her local Farmer’s market and helping out at the nonprofit art gallery where she is a board member.

HUB Analytics helps small business owners boost profitability by turning financial data into actionable insights. With powerful dashboards, real-time tracking, and expert guidance, HUB empowers smarter decisions—without increasing overhead. It’s like having a CFO in your pocket, tailored to the needs of growing businesses.

Wolters Kluwer Tax & Accounting enables tax and accounting professionals and businesses of all sizes to drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their clients’ businesses.

Windsor Path combines the resources of a national platform with a commitment to local autonomy – empowering member firms to accelerate growth, invest in their people, and expand their capabilities while preserving the identity and independence their clients and teams value most.

Todata Analytics turns complex business data into clear decisions with real-time dashboards that connect to your existing systems — no new systems or disruption required. Our flagship product, CPAGrades, helps accounting firms optimize practice management and profitability without changing workflows. To learn more, visit todata.com/cpa-grades

TOA Global is so much more than a BPO, we’re a leading global accounting staffing solution for the accounting industry. We have helped over 1,190+ international firms grow on their own terms by adding elite offshore accounting talent to their teams. With over 10 years of exclusive service to the accounting industry, more than 4,180+ accountants and bookkeepers in the Philippines have found fulfilling careers.

Tabs is the first AI-native revenue automation platform for the office of the CFO. It streamlines invoicing, collections, and revenue recognition, automating contract ingestion and A/R processes. Tabs users collect cash 60% faster than the norm, reducing DSO and ensuring accurate revenue reporting with faster implementation and more flexibility than ERP solutions.

Soraban brings AI-driven data automation to firms—without disrupting existing tech stack. Automatically turning disorganized, incomplete organizer submissions into clean, structured, expert-ready data. No more email tag or manual entry.
Being a tax professional isn’t about chasing data. It’s about applying expertise where it counts.
Automate the busywork. Elevate what matters.

Settle is the only unified platform built for inventory-based businesses to proactively plan, purchase, and pay for inventory. With integrated access to transparent financing, qualified businesses can Settle now and pay later using Settle Working Capital—founder-friendly financing designed to fuel growth and streamline operations.