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Embrace Automation, Empower Staff, & Reduce Frustration in the Remote Client Experience – A Virtual Workshop brought to you by SafeSend

Description

In this presentation, we’ll talk about the SafeSend Suite and how a secure, intuitive, and guided online tax engagement experience for clients can elevate your firm’s image, fortify your relationship, and make staff and clients smile. We’ll look at outdated, manual tasks that cause frustration and exhaustion and discuss how to best approach new automation tools and extinguish burnout. We’ll explore what does and doesn’t work for tax professionals and review the benefits of using a suite of automation solutions built specifically for tax and accounting firms.

Provider
Maryland Association of CPAs
Course Level
Basic
Professional Area of Focus
FutureReady Sponsor Event
CPE Field of Study
Specialized Knowledge
1.5
Instructor(s)
Bill Sheridan Joe Wroblewski
Location
LIVE- ONLINE WEBCAST
Sponsors
Event Information
When
Aug 30, 2022
2:00 pm - 3:33 pm EST
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
1.5
Format
Live Webcast

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Embrace Automation, Empower Staff, & Reduce Frustration in the Remote Client Experience – A Virtual Workshop brought to you by SafeSend


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