Tax and accounting professionals are embracing new technology tools to relieve the burden on staff and create a client experience that everyone loves. Future-thinking firms are most successful when they recognize challenges, take the lessons to heart, and deploy tools and technology that will make them more successful. Join SafeSend as we review common questions that firms have around tax workflow automation and explore automation solutions that can make a direct impact quickly.
We’ll share how current customers are making busy season easier and saving money with the SafeSend Suite. By standardizing the experience on one platform, clients and staff are comfortable using it at every point in the tax engagement.
Deliver your services in a way that is convenient, collaborative, and flexible for both staff and clients. In this webinar we will introduce the SafeSend Suite and how it can automate remote client interactions across the entire tax process, such as gathering source documents using a document request list, collecting digital organizers, assembling, and delivering completed tax returns, sending reminders, and accepting tax prep fees just to name a few. Plus, benefit from secure document exchange and e-signature capabilities throughout the whole year.
Small, medium, large CPA firms
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