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Free cpe webinars
The Suite Life: Empowering Staff with Automated Processes

THE SUITE LIFE: EMPOWERING STAFF WITH AUTOMATED PROCESSES

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 19, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

When the busiest and most stressful time of year is looming, how can you prevent burnout in your hardworking staff? The current lack of candidates in the tax and accounting profession makes the option of adding seasonal employees challenging and less appealing. To stay ahead of busy season, it is more important than ever to assess current processes, make necessary improvements, and consider technology tool that help staff. Join SafeSend as they discuss the current climate and explore automation solutions that can make a direct impact quickly. Future-thinking firms are most successful when they recognize past challenges, take the lessons to heart, and deploy tools and technology that will make them more adaptable in the event of unforeseen circumstances.

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:


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

  • Observe 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

  • 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

Mike Cuffle

SafeSend
Product Enthusiast
mike.cuffle@safesend.com
(800) 716-2558

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Mike Cuffle, MBA, EA is a Product Enthusiast with more than 20 years of experience serving the tax and accounting profession in a variety of roles. His diverse background includes researching and writing tax-related content for the National Association of Tax Professionals, owner of a small tax preparation business, and an on-going career in the accounting technology industry. His background gives him a unique understanding of the pain points that tax professionals face and how the SafeSend Suite can solve them by streamlining work to make 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