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Get Tax Ready! Rethinking the Client Organizer

GET TAX READY! RETHINKING THE CLIENT ORGANIZER

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 18, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join SafeSend co-founders Steve Dusablon, Chief Innovation Officer, and Andrew Hatfield, Chief Growth Officer, as they share the journey of the evolving tax organizer and define a new way to get your firm and clients tax ready! Learn how using digital, fillable client organizers, file exchange, document request lists (DRL), and other front-end gathering tools within the SafeSend Suite is a smart technology investment.

See how to expand functionality around the gathering of source documents, how to use custom questionnaires, streamlined organizers, document request checklists, and see how data flow directly into your tax preparation software through integrations and APIs.

Firms know the frustration around getting clients to complete a long client organizer, especially when much of the information does not apply. It’s time to discover a new way of getting the information you need as a tax preparer to complete the return. Join SafeSend as we share ways to help your firm get tax ready and solve pain points around client organizers and source document gathering in the tax workflow process.

Learning Objectives:


  • List the common points of frustration for firms and clients throughout the tax engagement

  • Recognize the new technological advances that are automating tax practices

  • Identify automation solutions that were built specifically for the tax and accounting profession

  • Evaluate 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

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