Client Collaboration: Automate Every Touch Point in the Tax Engagement (brought to you by SafeSend)


Your clients’ lives have never been more stressed. Firms not deploying solutions that smooth out complex processes via modern technology may frustrate and confuse their clients and impact their relationships. As more of your clients work-from-home and require remote services, the need to offer a high end online experience for clients to differentiate your firm and add value to your services, is critical. This webinar will explore how automation is transforming the tax engagement to support remote client relationships and enable collaboration.

From the engagement letter and organizers to collecting e-signatures and invoicing, client touch points in the tax engagement include tedious tasks that are far too time consuming. Time is money – and in today’s chaotic environment, your firm cannot afford to be inefficient. Automation is transforming the tax engagement life cycle! Now you can automate remote client interactions of tax returns, engagement letters, organizers, K-1s, e-signatures and invoicing to collect payment. Client expectations today revolve around convenience, collaboration, safety, and experience. Learn about the SafeSend Returns Suite and how a secure, intuitive, and guided online tax return delivery experience for clients, including 8879 e-signatures, can elevate your firm’s brand image and fortify your relationship.

Speaker Bio:

Andrew Hatfield, CRO, oversees sales and strategic partnerships at SafeSend. He is a recognized industry speaker and enthusiast for emerging technologies that impact tax and accounting firms. For nearly two decades, Andrew has lent his expertise to help create innovative software solutions – each providing exponential efficiency gains for the tax and accounting profession. Andrew is a past 40 Under 40 honoree in the tax and accounting space and an important contributor to the development of SafeSend Returns®️, a multi-year winner of the CPA Practice Advisor’s Technology Innovation Award. He is a technology industry veteran with extensive experience in solving challenges for public accounting firms.


Maryland Association of CPAs
Course Level
Professional Area of Focus
Future Ready
FutureReady Sponsor Event
CPE Field of Study
Information Technology
Advanced Preparation


Event Information
Dec 8, 2020
12:00 pm - 1:00 pm EDT
Total CPE Credits
Webcast Replay


$ (% off)


$ (% off)
Become A Member

Register for this Event

Client Collaboration: Automate Every Touch Point in the Tax Engagement (brought to you by SafeSend)

Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now