Instructor
Bill Sheridan is a knowledge hunter, content curator and lifelong learner. As chief communications officer for the Maryland Association of CPAs, he created and co-authors the association’s acclaimed blog; he created and hosts the MACPA’s weekly “Future-Proof” podcast; and he manages the association’s member communications and numerous social networks. He was named one of Accounting Today’s “100 Most Influential People in Accounting” for 2016.
Instructor
In this presentation, we’ll 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. We’ll look at outdated, manual tasks that cause frustration and exhaustion and discuss how to best approach new automation tools and extinguish burnout. 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.
