Outdated processes filled with manual tasks that haven’t been updated in years can cause anxiety and burnout among staff. Join SafeSend as we 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. We’ll explore what does and doesn’t work for tax professionals and review the benefits of using a suite of automation solutions built specifically for tax and accounting firms.
Reduce frustration for your firm staff and your clients. In this webinar, we will talk about the SafeSend Suite and how a secure, intuitive, and guided online tax engagement experience for clients can elevate your firm’s image, fortify your relationship, and make staff and clients smile.
Speaker: Joe Wroblewski, SafeSend
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.
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Tax professionals, Firm decision makers, Firm partners