NASBA CPE Credit is being offered for this webinar.
| | Sponsor Content from SafeSend | |
| Sponsor Content from SafeSend |
| Hello Reader, Join SafeSend's Andrew Hatfield, Co-Founder and Chief Growth Officer, as he shares the journey of the evolving tax organizer and define a new way to get your firm and clients tax ready! Learn how using digital, fillable client organizers, file exchange, document request lists (DRL), and other front-end gathering tools within the SafeSend Suite is a smart technology investment.
Expanding functionality around the gathering of source documents Custom questionnaires, streamlined organizers, and document request checklists Data flow directly into your tax preparation software through integrations and APIs Firms know the frustration around getting clients to complete a long client organizer, especially when much of the information does not apply. It's time to discover a new way of getting the information you need as a tax preparer to complete the return. Join SafeSend as we share ways to help your firm get tax ready and solve pain points around client organizers and source document gathering in the tax workflow process.
Learning Objectives:
List the common points of frustration for firms and clients throughout the tax engagement Recognize the new technological advances that are automating tax practices Identify automation solutions that were built specifically for the tax and accounting profession Evaluate how to develop a client-centric approach for tax engagements and improve client collaboration |
| | Dan Hood | Editor-in-Chief
Accounting Today | | (Moderator) |
| | | Andrew Hatfield | Co-founder & Chief Growth Officer
SafeSend | | (Speaker) |
| | | Mike Cuffle | Product Enthusiast
SafeSend | | (Speaker) |
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| | Dan Hood | Editor-in-Chief
Accounting Today | | (Moderator) |
| | | Andrew Hatfield | Co-founder & Chief Growth Officer
SafeSend | | (Speaker) |
| | | Mike Cuffle | Product Enthusiast
SafeSend | | (Speaker) |
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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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