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Free cpe webinars
Tax Package E-Signing that Actually Works

TAX PACKAGE E-SIGNING THAT ACTUALLY WORKS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 2, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This webinar will examine various options for collecting e-signatures on various documents commonly included with a tax package. We’ll explore what does and doesn’t work for tax professionals and review the benefits of using a solution built specifically for tax and accounting firms. The height of tax season is when firms feel the impact of inefficient processes that haven’t been updated in years. The frustration of a missing spouse email address, a shared email address between taxpayer and spouse, e-signature requests that go to SPAM, or the taxpayer that can’t answer KBA questions to authenticateonly to be dropped out of the processis exhausting. Sound familiar?

The good news is you can reduce frustration for your firm and your client. This webinar will talk about SafeSend Returns, 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, fortify your relationship, and reduce frustration for everyone.

Learning Objectives:


  • Recognize the common points of frustration for firms and clients throughout the tax package e-signing process

  • Recall the new technological advances that are automating tax practices

  • Identify tax package e-sign solutions that were built specifically for the tax and accounting profession

  • Recognize how to develop a client-centric approach for tax engagements and improve client collaboration

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Shannon Jencks

SafeSend
Director of Sales
shannon.jencks@safesend.com
(800) 716-2558

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Shannon Jencks leads the sales efforts at SafeSend, serving as educator, coach, and cheerleader. Her goal is simple - empower clients with the knowledge and tools needed to automate the client touchpoints around the tax engagement process and reduce their work. Before joining SafeSend, Shannon worked with alliantgroup, helping businesses and their CPAs identify government-sponsored tax credits and incentives.

About Our Presenter

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SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable.  

SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about our digital solutions.