[CPE Webinar] Empowering staff with tax workflow automation

When the busiest and most stressful time of year is looming, how can you prevent burnout in your hardworking staff? The current lack of candidates in the tax and accounting profession makes the option of adding seasonal employees challenging and less appealing. To stay ahead of busy season, it is more important than ever to assess current processes, make necessary improvements, and consider technology tool that help staff. Join SafeSend as we discuss the current climate and explore automation solutions that can make a direct impact quickly. Future-thinking firms are most successful when they recognize past challenges, take the lessons to heart, and deploy tools and technology that will make them more adaptable in the event of unforeseen circumstances.

Clients expect you to deliver your services in a way that is convenient, collaborative, and flexible when life throws everyone a curveball. In this webinar we will introduce the SafeSend Suite and how it can automate remote client interactions across the entire tax process, including engagement letters e-signatures, digital client organizers, K-1 distribution, and signer delegation e-file form e-signatures, and collecting payment of the tax prep fee.

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