Join SafeSend, as they share the journey of solving pain points experienced on the front-end and back-end of the tax process. Discover the fastest and easiest way get your firm and clients from “tax ready” to “finish & file” using automation. Don’t settle for clunky solutions and processes filled with manual tasks that cause anxiety and burnout among staff. You deserve more! 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 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.
List the common points of frustration for firms and clients throughout the tax engagement
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Small, medium, large CPA firms
