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.
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.
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