| |  | Tuesday, May 7, 2024 at
02:00 pm ET / 11:00 am PT |
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 | 60 Minutes |
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With staff in short supply and clients expecting a frictionless experience, tax and accounting professionals are looking for ways to bring more standardization and automation to their tax engagements. Tools that offer straightforward, easy-to-use interfaces with multiple API integrations, will let clients and staff quickly and easily gather source docs, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees.
In this webinar, you'll will: - Understand the current client frustrations. What is top of mind to the client? Learn how you can evolve and create a best-in-class client experience.Explore actionable strategies focusing on minimizing client frustration, accelerating form signing processes, and establishing easy interaction throughout the entire tax process.Discuss the trends happening in the industry. From AI, to collaboration, and the "Single Pane of Glass" concept.Understand the steps needed to evaluate the best solutions for your client out in the marketplace today.
- Learn how the features of the SafeSend Suite can help tax practitioners streamline and automate engagements, while delighting clients.
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|  | Joe Wroblewski
| Senior Product Enthusiast
SafeSend
(Speaker) |
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 | Danielle Lee
| Managing Editor Accounting Today
(Host) |
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NASBA CPE Credit is being offered for this webinar.* | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. | ** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit. |
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