While tax clients today expect speed and simplicity – driving accountants to push for more modernized technologies – they also seek highly personalized advice that comes with trust and human connection. This mix of support is what keeps clients coming back. 

In this research-based webinar, Abbey Naspinski, Senior Research Analyst at Accounting Today, joins Joe Wroblewski, Sales Engineer Manager at SafeSend and Whitney Kisner, Director of Operations at Papin CPA to discuss recent findings from an Accounting Today and SafeSend survey,

This engaging panel will share industry perspective on – 

• The expectations individual and business tax filers have from their CPAs

• How these tax filers prefer to interact with and obtain documents 

• Why accountants should consider an end-to-end solution to address client challenges