Don’t just check the box with the tools you own. Choose the RIGHT tools that don’t cause frustration. Making it easy is the key to retaining both valuable clients and staff! By standardizing the experience with the SafeSend Suite, you provide one platform that clients become comfortable with at every point in the tax engagement and staff know how to use. Join SafeSend as they examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few.

Learning Objectives:

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


• List the new technological advances that are automating tax practices


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


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