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Free cpe webinars
Client Collaboration: Automate Every Touchpoint in the Tax Engagement

CLIENT COLLABORATION: AUTOMATE EVERY TOUCHPOINT IN THE TAX ENGAGEMENT

This webinar was previously titled: MASTERING REMOTE RETURNS: AUTOMATING THE ASSEMBLY, DELIVERY AND eSIGN PROCESS
Available Date(s)
Thursday, December 17, 2020: 2:00PM EST
Thursday, January 07, 2021: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Automation has upended the accounting function, but tax processes have remained stubbornly linear. From the engagement letter and organizers to collecting e-Signatures and invoicing, client touchpoints include tedious tasks that are far too time-consuming. Time is money - and in today’s chaotic environment, your firm cannot afford to be inefficient. Automation is transforming the tax engagement life cycle! Now you can automate remote client interactions of tax returns, engagement letters, organizers, K-1s, e-signatures, and invoicing to collect payment. 2021 client expectations will revolve around convenience, collaboration, safety, and experience. 

Learn about the SafeSend Returns Suite and how a secure, intuitive, and guided online tax return delivery experience for clients, including 8879 e-signatures, can elevate your firm’s brand image and fortify your relationship. Your client’s lives have never been more stressed. Firms not deploying solutions that smooth out complex processes via modern technology may frustrate and confuse their clients and impact their relationships.  

As more of your clients work-from-home and require remote services, the need to offer a high-end online experience for clients to differentiate your firm and add value to your services is critical. This webinar will explore how automation is transforming tax engagement to support remote client relationships and enable collaboration.

Learning Objectives:


  • Identify the most common pitfalls of traditional client portals and online delivery systems

  • Identify the new technological advances that are automating tax practices

  • Identify the top tax solutions for 2021, 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

NOTE: SafeSend Returns is currently compatible with CCH ProSystem FX, CCH Axcess, UltraTax, and GoSystems, and Lacerte

Linkedin

Andrew Hatfield

cPaperless LLC
Co-Founder, Senior Vice President, Sales and Strategic Partnerships
andrew.hatfield@cpaperless.com
8007162558

Cpaperless

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 significant efficiency gains for public tax & accounting firms. In addition, he has been honored as a 40 under 40 in the accounting industry. He has pioneered multiple software solutions that have won the prestigious CPA Practice Advisor Innovation Award, most recently 2016 and 2017 for SafeSend Returns.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Cpaperless
cPaperless, LLC is a software company that develops applications for the accounting industry. We specialize in developing enhancement tools that allow accounting firms to work more efficiently in a paperless environment. Many of the applications are plug-ins to popular applications (Adobe Acrobat & Microsoft Outlook).