Don’t just check the box with the tools you own. Choose the RIGHT tools that don’t cause frustration and can save you money by reducing your technology footprint. The SafeSend Suite is so much more than a tax return delivery system! Join us as we examine a variety of options for automating client touchpoints across the tax engagement – gather source documents using a document request list, collect digital organizers, assemble, and deliver completed tax returns, send reminders, and accept tax prep fees just to name a few. Plus, benefit from secure document exchange and e-signature capabilities throughout the whole year. We’ll share how current customers are saving money by using the included features of the SafeSend Suite and eliminating other technology tools!

In this webinar, we will talk about the SafeSend Suite and how a secure, intuitive, and guided online tax engagement experience for clients can elevate your firm’s image, fortify your relationship, and save the firm thousands of dollars.

Learning Objectives:

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


• Outline the new technological advances that are automating tax practices & saving firms money


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


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

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.

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