With the end of the year on the horizon, preparing for a smoother and less stressful 2022 is on everyone’s minds. How can you do more with less? The current lack of candidates for open positions is not unique to the tax and accounting profession, yet it is making a noticeable impact on firms. It is more important than ever to assess current processes, make necessary improvements, and accurately forecast your needs. The task is daunting; the key is adaptability. In this webinar, we will explore a checklist of firm processes that you should prioritize for review in Q4, including the examination of implementing automation solutions. Future-thinking firms are most successful when they recognize their past challenges, internalize the lessons, and deploy tools and technology that will allow them to adapt more quickly to unforeseen situations, such as COVID-19.
Clients expect you to deliver your services in a way that is convenient, collaborative, and flexible when life throws everyone a curveball. In this webinar, we will introduce the SafeSend Suite and how it can automate remote client interactions across the entire tax process, 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.
Steven Lyon, Product Specialist Manager, has more than nine years of experience working in tax and accounting technology and oversees the training and implementation team at SafeSend. He leverages his expertise in areas such as support, development, and sales to help new and existing customers make a big impact in their firms using the SafeSend Suite. Steven is a proud Army veteran and enjoys spending time with his family and being outdoors. He loves sharing the “aha” moment with firms as they discover how the SafeSend Suite makes the tax engagement easier for both the firm and their clients.