With the end of the year on the horizon, preparing for a smoother and less stressful 2022 is on everyone’s minds. How can you do more with less? The weight of assessing current processes, making necessary improvements, and accurately forecasting your needs is daunting; the key is adaptability. In this webinar we will explore a checklist of firm processes that you should prioritize for review in Q4, including the examination of hiring seasonal staff versus implementing automation solutions. Future-thinking firms are most successful when they recognize their past challenges, internalize the lessons, and deploy tools and technology that will allow them to adapt more quickly to unforeseen situations, such as COVID-19.
Clients expect you to deliver your services in a way that is convenient, collaborative, and flexible when life throws everyone a curveball. In this webinar we will introduce the SafeSend Suite and how it can automate remote client interactions across the entire tax package, including engagement letters e-signatures, digital client organizers, K-1 distribution and signer delegation, e-file form e-signatures, and collecting payment of the tax prep fee.
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.
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