Join SafeSend’s Andrew Hatfield, co-founder and Chief Growth Officer, as he discusses AI's ability to make getting Tax Ready easier for firms and clients. New innovation leveraging AI will streamline the source document gathering process and make features such as automatically generated Document Request Lists (DRL), automatic identification and labeling of client uploaded documents, and dynamic custom questionnaires available and easy to use. Hear about:

• How AI can build custom DRLs for clients based on prior year data


• Custom questionnaires and new, streamlined processes for collecting client information


• Data flow directly into your tax preparation software through integrations and APIs

Firms know the frustration around collecting source documents and getting clients to complete a traditional, labor-intensive tax organizer, especially when much of the information may not apply. It’s time to discover how AI and automation technology can help tax preparers move away from the dated traditional organizer process and eliminate manual work and frustration. Join SafeSend as we share ways to help your firm and your clients get tax ready and solve pain points around the client information gathering process.

Learning Objectives:

• List the common points of frustration for firms and clients throughout the tax engagement


• Recognize new automation advances and AI innovation saving firms time


• Identify automation solutions that were built specifically for the tax and accounting profession


• Evaluate how to develop a client-centric approach for tax engagements and improve client collaboration and the overall client experience