Download this white paper to learn how to balance automation with a personal touch.

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PARTNER INSIGHTS FROM SAFESEND

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white paper

Make accounting fast, easy and human

Best-in-class customer experiences require a careful balance of automation and personal connection

DOWNLOAD NOW

Accountants' time is not getting any less scarce. Even as technologies help to make processes more efficient, their integration into workflows consumes additional resources. Based on data from a recent pulse survey conducted by Accounting Today and SafeSend, these resources are critical. Three-quarters of individual tax filers say an error free process is most important during their tax filing experience, followed by ease and quickness. All of which can only be achieved with comprehensive support.  

 

There's never been a greater time for accountants to consider end-to-end solutions that value personal connections, especially as 31% of individual tax filers say they would use a one-stop client portal but currently don't have access to one through their CPA. 

 

Download this research-based white paper to learn: 

  • Why individual and business tax filers turn to CPAs and what they expect in return

  • The streamlined workflows that benefit both clients and accountants 

  • How an end-to-end, one stop technology solution future-proofs your practice 

DOWNLOAD NOW
 

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