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When There Is No One to Hire: Finding Value in Automated Processes

WHEN THERE IS NO ONE TO HIRE: FINDING VALUE IN AUTOMATED PROCESSES

This was previously titled FIRM PLANNING: SEASONAL STAFF VS. AUTOMATED PROCESSES
Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 13, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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. 

Learning Objectives:


  • Explore the benefits of using automated processes to supplement firm staff 

  • Understand the new technological advances that are automating tax practices  

  • Identify the top tax solutions allowing staff to digitally assemble and deliver completed tax returns from anywhere and serve clients remotely 

  • Review 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

Steven Lyon

SafeSend
Product Specialist Manager
steven.lyon@safesend.com
(800) 716-2558

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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.

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 their 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. Their 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 offered 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 their digital solutions