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Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Free cpe webinars
When There Is No One to Hire: Finding Value in Automated Processes

WHEN THERE IS NO ONE TO HIRE: FINDING VALUE IN AUTOMATED PROCESSES

This was previously titled FIRM PLANNING: SEASONAL STAFF VS. AUTOMATED PROCESSES
Available Date(s)
Thursday, December 16, 2021: 2:00PM EST
Thursday, January 13, 2022: 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

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 current lack of candidates for open positions is not unique to the tax and accounting profession, yet it is making a noticeable impact on firms. It is more important than ever to assess current processes, make necessary improvements, and accurately forecast your needs. The task 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 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 process, 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. 

Learning Objectives:


  • Explore the benefits of using automated processes to supplement firm staff 

  • Understand the new technological advances that are automating tax practices  

  • Identify the top tax solutions allowing staff to digitally assemble and deliver completed tax returns from anywhere and serve clients remotely 

  • Review how to develop a client-centric approach for tax engagements and improve client collaboration 

Linkedin

Steve Lyon

SafeSend
Returns Product Enthusiast
steven.lyon@safesend.com
208-391-8960

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Steven Lyon is a SafeSend Returns Product Enthusiast with more than seven years of experience working in tax and accounting technology. He leverages his expertise in areas such as support, development, and sales to help new and existing customers make a big impact in their firms using SafeSend Returns. Steven is a proud Army veteran and is based in Boise, Idaho. Since 2013, he has held many roles at SafeSend, but loves sharing the “aha” moment with firms most as they discover how SafeSend Returns makes the tax engagement easier for both the firm and their clients. 

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

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SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable.  

SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about our digital solutions.