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Tax Automation Tools that Make Staff Smile (and Stay!) (brought to you by SafeSend)


Outdated processes filled with manual tasks that haven’t been updated in years can cause anxiety and burnout among staff. Join SafeSend as we examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few. 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.

Reduce frustration for your firm staff and your clients. In this webinar, we will 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.

Speaker: Joe Wroblewski, SafeSend
Joe W Pic
Joe Wroblewski is a Senior Product Enthusiast with more than eight years of experience working in tax and accounting technology. He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact in their firms using the SafeSend Suite. Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs.

Learning Objectives
  • Explore the common points of frustration for firms and clients throughout the tax engagement
  • Understand the new technological advances that are automating tax practices
  • Identify automation solutions that were built specifically for the tax and accounting profession
  • Learn how to develop a client-centric approach for tax engagements and improve client collaboration
Maryland Association of CPAs
Course Level
Professional Area of Focus
Future Ready
FutureReady Sponsor Event
CPE Field of Study
Business Management & Organization
Who Should Attend

Tax professionals, Firm decision makers, Firm partners



Advanced Preparation


Event Information
Sep 14, 2022
12:00 pm - 1:00 pm EDT
Total CPE Credits
Webcast Replay
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