CPA Practice Advisor | 1 CPE | Tax Workflow Automation: Make Your Tech Investment Count
The height of tax season is often the time when firms feel the impact of inefficiency. Don’t settle for clunky solutions and processes filled with manual tasks that cause anxiety and burnout among staff. You deserve more! Make it easy is the key to retain both valuable clients and staff and reduce the strain of busy season.
By standardizing the experience with the SafeSend Suite, you provide ONE PLATFORM that clients become comfortable with at every point in the tax engagement and staff know how to use. Join SafeSend as we examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few.
- Explore the common points of frustration for firms and clients throughout the tax engagement
- Understand the new technological advances that are automating tax practices
- Identify automation solutions that were built specifically for the tax and accounting profession
- Learn how to develop a client-centric approach for tax engagements and improve client collaboration