| With many technological and AI-powered advances coming to the tax and accounting profession, firms are looking to provide the best service for their clients, all while staying up to date, saving time, and cutting costs. Firms are looking for a solution that standardizes the tax workflow experience easily. A solution that offers automation tools that cater to all points of tax engagement for your clients. The SafeSend Suite offers a straightforward, easy-to-use interface your clients will love for both individual and business returns. While offering multiple API integration options for a seamless, paperless, transition. Clients and staff can gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, accept tax prep fees, and more all within the SafeSend Suite. Learning objectives: - 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.
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