This webinar will explore how automation is transforming the tax engagement, with a focus on using digital, electronically fillable client organizers. 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.

Learning Objectives:

• Explore the most common challenges of the paper client organizer process
• 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