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Top Questions Firms Are Asking About Automating Tax Workflow (brought to you by SafeSend)


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.

  1. How are firms making client organizers easier?
  2. What’s the one process firms are fixing for next busy season?
  3. How are firms retaining valuable staff?

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.

Learning Objectives
  • Explore the benefits of using automated processes
  • Understand the new technological advances that are automating tax practices
  • Identify the top tax solutions allowing staff to digitally assemble and deliver completed tax returns from anywhere and serve clients remotely
  • 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

Small, medium, large CPA firms



Advanced Preparation


Event Information
Nov 27, 2023
2:00 pm - 3:00 pm EDT
Total CPE Credits
Webcast Replay


$ (% off)


$ (% off)
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Top Questions Firms Are Asking About Automating Tax Workflow (brought to you by SafeSend)

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