Join SafeSend as they share ways to increase your firm’s success by easily gathering source documents, collecting digital/fillable organizers, assembling and delivering completed tax returns, collecting e-signatures, automating signature and payment reminders, distributing K-1s, and requesting firm tax prep fees.

The SafeSend Suite makes an impact across all your tax workflow processes. With the SafeSend Suite, you provide a 5-Star client experience through one platform. No matter the document you’re sending throughout the year, clients access it the same way – increasing both client satisfaction and adoption.
 
Learning Objectives:

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