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9.26.23 SafeSend_Get Tax Ready Webinar ppt.pdf
Join SafeSend, as they share the journey of solving pain points experienced on the front-end of the tax process and define a new way to get your firm and clients tax ready! Learn how using digital, fillable client organizers, file exchange, document request lists (DRL), and other front-end gathering tools within the SafeSend Suite is a smart technology investment.
- Expanding functionality around the gathering of source documents
- Custom questionnaires, streamlined organizers, and document request checklists
- Data flow directly into your tax preparation software through integrations and APIs
Top firms know that the SafeSend Suite allows you to send engagement letters, organizer and questionnaire, and gather source documents ALL DIGITALLY – making it easy for both staff and clients. “We had significant usage with the source document upload feature.” – Virginia Dennerlein, Director of Operations, Sax LLP. Join SafeSend as we share ways to help your firm get tax ready and solve pain points around client organizers and source document gathering in the tax workflow process.
CPE information SafeSend 9/26
Learning Objectives:
- List the common points of frustration for firms and clients throughout the tax engagement
- Recognize the new technological advances that are automating tax practices
- 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
Target Audience: Tax Practice Leaders, Tax Collaboration Group
CPE Credits: 1.0
Field(s) of Study: Business Management & Organization
Fees: Free
Level: Basic
Delivery Method: Group Internet Based
Prerequisites: None
Advance Preparation: None
CPE Information
Program Learning Objectives
- Understand the reasons behind the rise of process automation
- Assess the role AI is playing in process automation (and what your firm should know about it)
- Appreciate how process automation can help you firm with hiring and retention
- Learn how to identify the processes in your firm that are ready to be automated
- Identify challenges of process automation and how to overcome them
Target Audience: CPAs, Financial Planners, Professional Staff, Partners, IT.
CPE Credits: 1.0
Field(s) of Study: Business Management & Organization
Fees: Free
Level: Basic
Delivery Method: Group Internet Based
Prerequisites: None
Advance Preparation: None
Meet the Speakers:
