Our new reality has forced some major shifts in the tax return process both internally and client-facing. The tax return assembly, delivery & signature process was already complicated, but now pop-up home offices for staff and remote clients have raised the bar. Firms are faced with assembling and delivering hundreds, if not thousands, of returns to clients for review, signature, and return for the first time electronically, from home. The firms who are agile, working in the cloud, and utilizing the most innovative solutions which adapt to remote workforces, are the ones that are exceeding client needs in a very stressful time.
In this webinar, we will review how tax forms 1040, 1041, 1065, 1120 & 1120s can be assembled & delivered from home by staff and clients can review & eSign remotely. In addition, you will see how K-1s can be electronically batch processed for delivery by the client, how to automate estimated payment reminders, and much more. We will also ensure you are up-to-date on the IRS Requirements and the new tax deadline updates while demonstrating how SafeSend Returns automates the remote assembly, delivery, and eSign of tax return packages. SafeSend Returns is the ONLY solution that automates the assembly, delivery, and eSign of remotely-prepared tax returns.
*SafeSend Returns is currently compatible with CCH ProSystem FX, CCH Axcess, UltraTax, and GoSystems and coming soon for Lacerte
Andrew Hatfield is a Co-Founder and Senior Vice President of Sales & Strategic Partnerships for cPaperless, LLC. He is a recognized industry speaker and enthusiast for the latest technology trends that affect tax & accounting firms. For nearly two decades Andrew has been serving the tax & accounting industry by creating innovative and award winning software solutions that provide major efficiency gains for public tax & accounting firms. In addition, he has been honored as a 40 under 40 in the accounting industry and has pioneered multiple software solutions that have won the prestigious CPA Practice Advisor Innovation Award, most recently 2016 and 2017 for SafeSend Returns.
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