This webinar will examine various options for collecting e-signatures on various documents commonly included with a tax package. We’ll explore what does and doesn’t work for tax professionals and review the benefits of using a solution built specifically for tax and accounting firms. The height of tax season is when firms feel the impact of inefficient processes that haven’t been updated in years. The frustration of a missing spouse email address, a shared email address between taxpayer and spouse, e-signature requests that go to SPAM, or the taxpayer that can’t answer KBA questions to authenticate—only to be dropped out of the process—is exhausting. Sound familiar?
The good news is you can reduce frustration for your firm and your client. This webinar will talk about SafeSend Returns, the SafeSend Suite, and how a secure, intuitive, and guided online tax return delivery experience for clients, including 8879 e-signatures, can elevate your firm’s image, fortify your relationship, and reduce frustration for everyone.
Shannon Jencks leads the sales efforts at SafeSend, serving as educator, coach, and cheerleader. Her goal is simple - empower clients with the knowledge and tools needed to automate the client touchpoints around the tax engagement process and reduce their work. Before joining SafeSend, Shannon worked with alliantgroup, helping businesses and their CPAs identify government-sponsored tax credits and incentives.
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.
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