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SafeSend Solves Tax Return Gathering, Assembly, Delivery & E-Sign

SAFESEND SOLVES TAX RETURN GATHERING, ASSEMBLY, DELIVERY & E-SIGN

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 20, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join SafeSend as they share ways to increase your firm’s success by easily gathering source documents, collecting digital/fillable organizers, assembling and delivering completed tax returns, collecting e-signatures, automating signature and payment reminders, distributing K-1s, and requesting firm tax prep fees.

The SafeSend Suite makes an impact across all your tax workflow processes. With the SafeSend Suite, you provide a 5-Star client experience through one platform. No matter the document you’re sending throughout the year, clients access it the same way – increasing both client satisfaction and adoption.
 
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

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Shirley Chen

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

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Shirley Chen is a SafeSend Product Enthusiast based in Commerce, Michigan. Shirley Chen is a Digital Transformation Practitioner who specializes in leading changes in the tax & accounting industry. She has a proven track record in helping firms embrace human-centric technology adoption and succeed by capitalizing on efficiency gains. Shirley is a certified Scrum Product Owner and PMC, who loves to use stories to bridge knowledge gaps and to help firms re-imagine their tax practice management. She has been working for SafeSend since 2021 and has interacted with over 1,000 firms. Her research paper on Digital Transformation was published as an editorial piece in the Journal of the Association for Information Systems in 2022. She is a proud University of Michigan alumna and football fan.

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