Reduce frustration for your firm staff and your clients.
| | Sponsor Content from SafeSend | |
| Sponsor Content from SafeSend |
| Hello Voornaam, Outdated processes filled with manual tasks that haven’t been updated in years can cause anxiety and burnout among staff.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 |
| | Chris Gaetano | Technology Editor
Accounting Today | | (Moderator) |
| | | Joe Wroblewski | Senior Product Enthusiast
SafeSend | | (Speaker) |
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| | Chris Gaetano | Technology Editor
Accounting Today | | (Moderator) |
| | | Joe Wroblewski | Senior 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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