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Transforming the Tax Engagement With Automation


This webinar will explore how automation is transforming the tax engagement to support remote client relationships, enable collaboration, and reduce firm frustration. From the engagement letter and client organizers to collecting e-signatures and invoicing, client touchpoints include manual, labor-intensive tasks that are frustrating and far too time consuming. Automation is transforming the tax engagement life cycle! Now you can automate remote client interactions across the entire tax package, including engagement letters e-signatures, digital client organizers, K-1 distribution and signer delegation, e-file form e-signatures, and collecting payment of the tax prep fee.

Clients expect you to deliver your services in a way that is convenient, collaborative, and safe during these challenging times. Remove the friction from your client experience! In this webinar, we will touch on the SafeSend Suite and how a secure, intuitive, and guided online tax return delivery experience for clients, including 8879 e-signatures, can elevate your firm’s image and fortify your relationship. In a time when more of your clients are working from home and require remote services, it is critical for your firm to offer a high-end online experience that is easy to navigate and adds value to your services.

Presented by:  Steve Lyon, SafeSend

Steven Lyon is a SafeSend Returns Product Enthusiast with more than seven years of experience working in tax and accounting technology. He leverages his expertise in areas such as support, development, and sales to help new and existing customers make a big impact in their firms using SafeSend Returns. Steven is a proud Army veteran and is based in Boise, Idaho. Since 2013, he has held many roles at SafeSend but loves sharing the “aha” moment with firms most as they discover how SafeSend Returns makes the tax engagement easier for both the firm and their clients.


Learning Objectives

1. Explore the most common pitfalls of traditional client portals and online delivery systems

2. Understand the new technological advances that are automating tax practices

3. Identify the top tax solutions allowing staff to digitally assemble and deliver completed tax returns from anywhere and serve clients remotely

4. Learn how to develop a client-centric approach for tax engagements and improve client collaboration

Major Topics
  • Tax Automation
  • Paperless Organizers
  • Remote Services
Maryland Association of CPAs
Course Level
Professional Area of Focus
FutureReady Sponsor Event
CPE Field of Study
Information Technology
Who Should Attend

Firm decision-makers, admins, tax, and accounting professionals.



Advanced Preparation


Event Information
Oct 22, 2021
9:30 am - 10:22 am EST
Total CPE Credits
Webcast Replay

Register for this Event

Transforming the Tax Engagement With Automation

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