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How Automated Tax Technology Is Providing Unrivaled Customer Experience

HOW AUTOMATED TAX TECHNOLOGY IS PROVIDING UNRIVALED CUSTOMER EXPERIENCE

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 27, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Client experience is always top of mind for tax and accounting professionals. Whether you’re motivated to provide even better service to your clients, or client pain points are what keeps you up at night, automated tax software can be the one-stop-shop solution, especially with new technological features and components. Learn more about how new and emerging tax software and technology is providing unrivaled client experience, unburdening staff workloads, and elevating work-life balance. Eliminate workload bottleneck and elevate your staff and clients to easily gather source documents, collect digital organizers, assemble and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees. 

Learning Objectives: 


  • Identify the features and functionalities of modern tax technologies, with a specific emphasis on how these tools create an unrivaled client experience

  • List actionable strategies for seamlessly implementing new technology within CPA firms, and how it can save your firm thousands of dollars and hundreds of work hours

  • Recognize how SafeSend directly addresses familiar challenges in client interactions for CPA firms, like automating the e-signature collection processes, sending scheduled reminders and more

  • Outline practical approaches and best practices for integrating automated tax technology, like SafeSend, enabling CPA firms to reduce client frustration, expedite form signing, ensure secure document transfer, and provide a user-friendly journey throughout the tax process

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Joe Wroblewski

SafeSend
Senior Product Enthusiast
[email protected]
(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