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Free cpe webinars
Get 40% Or More of Your Client Organizers Completed Digitally

GET 40% OR MORE OF YOUR CLIENT ORGANIZERS COMPLETED DIGITALLY

This webinar was previously titled "TAX WORKFLOW AUTOMATION: MAKE YOUR TECH INVESTMENT COUNT."
Cost Free
Presentation Length 1.0 hour

Recorded DateJune 22, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join SafeSend co-founders Steve Dusablon, Chief Innovation Officer, and Andrew Hatfield, Chief Growth Officer, as they share the journey of solving frustrations around client organizers—from paper to digital—and helping firms build a successful workflow. They’ll discuss how using digital, fillable client organizers within the SafeSend Suite is a smart technology investment, potentially reducing costs by replacing existing file share or portal tools.
 
Thousands of firm clients use SafeSend’s proven solutions to eliminate client frustration with no usernames or passwords to remember. These solutions replace paper with digital, fillable organizers and questionnaires.
 
Top firms know that the SafeSend Suite allows you to send engagement letters, organizers, and questionnaires, and gather source documents digitally, making it easy for staff and clients. Join SafeSend as we share ways to increase your firm’s success around client organizers and source document gathering in the tax workflow process.
 
Learning Objectives:


  • List the common points of frustration for firms and clients throughout a tax engagement

  • Recognize the new technological advances that are automating tax practices

  • Identify automation solutions that were built specifically for the tax and accounting profession

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Steve Dusablon

SafeSend
Co-Founder & Chief Innovation Officer
steve.dusablon@cpaperless.com
(949) 510-3365

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Steve Dusablon, SafeSend Co-founder & Chief Innovation Officer, drives company innovation and product strategy at SafeSend. Under his leadership, the company released our flagship product, SafeSend Returns® – one of the most unique and innovative solutions in the tax and accounting profession today and a multi-year winner of the CPA Practice Advisor Technology Innovation Award. Steve is a visionary and has a passion for building new products and solving real-world problems for our customers. Steve is an entrepreneur at heart, a Certified Public Accountant, and has experience launching businesses and leading organizations.

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Andrew Hatfield

SafeSend
Co-Founder & Chief Growth Officer
andrew.hatfield@safesend.com
(800) 716-2558

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Andrew Hatfield, SafeSend Co-founder & Chief Growth Officer, leads revenue growth, strategic partnerships, and defining SafeSend’s long-term priorities and agenda. He is a recognized industry speaker and thought leader, and enthusiast for emerging technologies that impact tax and accounting firms. Andrew focuses on market dynamics, customer feedback and needs, and profession trends with an eye toward identifying new pathways to growth. For nearly two decades, Andrew has lent his automation technology expertise and deep domain knowledge of the profession to help create innovative software solutions – each providing exponential efficiency gains for tax and accounting professionals.

Joe Wroblewski

SafeSend
Senior Product Enthusiast
joe.wroblewski@safesend.com
(800) 716-2558

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Joe Wroblewski is a Senior Product Enthusiast with more than eight years of experience working in tax and accounting technology. He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact in their firms using the SafeSend Suite. Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs.

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 their 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. Their 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 offered 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 their digital solutions