When the busiest and most stressful time of year is looming, how can you prevent burnout in your hardworking staff? The current lack of candidates in the tax and accounting profession makes the option of adding seasonal employees challenging and less appealing. To stay ahead of busy season, it is more important than ever to assess current processes, make necessary improvements, and consider technology tool that help staff. Join SafeSend as they discuss the current climate and explore automation solutions that can make a direct impact quickly. Future-thinking firms are most successful when they recognize past challenges, take the lessons to heart, and deploy tools and technology that will make them more adaptable in the event of unforeseen circumstances.

Clients expect you to deliver your services in a way that is convenient, collaborative, and flexible when life throws everyone a curveball. In this webinar we will introduce the SafeSend Suite and how it can automate remote client interactions across the entire tax process, including engagement letters e-signatures, digital client organizers, K-1 distribution, and signer delegation e-file form e-signatures, and collecting payment of the tax prep fee.

Learning Objectives:

• Identify the benefits of using automated processes to supplement firm staff


• Observe the new technological advances that are automating tax practices


• Identify the top tax solutions allowing staff to digitally assemble and deliver completed tax returns from anywhere and serve clients remotely


• Recognize how to develop a client-centric approach for tax engagements and improve client collaboration