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