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