Outdated processes filled with manual tasks that haven’t been updated in years can cause anxiety and burnout among staff. Join SafeSend as we examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few. We’ll explore what does and doesn’t work for tax professionals and review the benefits of using a suite of automation solutions built specifically for tax and accounting firms.

Reduce frustration for your firm staff and your clients. In this webinar, we will talk about the SafeSend Suite and how a secure, intuitive, and guided online tax engagement experience for clients can elevate your firm’s image, fortify your relationship, and make staff and clients smile.

Learning Objectives:

• Explore the common points of frustration for firms and clients throughout the tax engagement
• Understand the new technological advances that are automating tax practices
• Identify automation solutions that were built specifically for the tax and accounting profession
• Learn how to develop a client-centric approach for tax engagements and improve client collaboration