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Crushing Extension Season: Eliminating Deadline Dread With Tax Automation

CRUSHING EXTENSION SEASON: ELIMINATING DEADLINE DREAD WITH TAX AUTOMATION

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 25, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

With extension season underway, firms are working hard to meet the 9/16 and 10/15 deadlines. This seasonal workload can lead to a work pile up: clients and staff struggle to gather source documents, collect digital organizers, assemble and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees.

Learn how to eliminate this bottleneck by adopting tax automation software for your firm, while providing an unrivaled client experience. SafeSend offers a straightforward, easy-to-use interface with tools that will turn extension season stress into peace of mind for your staff and clients. 

Learning Objectives: 


  • List the key features and functionalities of SafeSend, with a specific emphasis on how these tools contribute to creating an unrivaled client experience

  • Identify actionable strategies for seamlessly implementing SafeSend within CPA firms, and how these tools can save your firm thousands of dollars and hundreds of work hours

  • Determine how SafeSend directly addresses familiar challenges in client interactions for CPA firms, like automating the e-signature collection processes, sending scheduled reminders, and more

  • Outline practical approaches and best practices for integrating SafeSend, enabling CPA firms to reduce client frustration, expedite form signing, ensure secure document transfer, and provide a user-friendly journey throughout the tax process

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Joe Wroblewski

SafeSend
Senior Product Enthusiast
[email protected]
(800) 716-2558

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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.

About Our Presenter

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SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on their unique and robust solutions to make their lives easier and their work more enjoyable.

SafeSend offers several foundational technology solutions for the tax and accounting profession. Their flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools offered include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about their digital solutions