NASBA CPE Credit is being offered for this webinar.
| | Sponsor content from SafeSend | |
| Sponsor content from SafeSend |
| Hello Voornaam, 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 |
| | Andrew Hatfield | Co-founder and Chief Growth Officer
SafeSend | | (Speaker) |
| | | Ranica Arrowsmith | Technology Editor
Accounting Today | | (Moderator) |
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| | Andrew Hatfield | Co-founder and Chief Growth Officer
SafeSend | | (Speaker) |
| | | Ranica Arrowsmith | Technology Editor
Accounting Today | | (Moderator) |
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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. |
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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. |
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| ** 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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