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Free cpe webinars
Automating the Tax Engagement Life Cycle

AUTOMATING THE TAX ENGAGEMENT LIFE CYCLE

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 1, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This webinar will explore how automation is transforming tax engagement to support remote client relationships, enable collaboration, and reduce firm frustration. From the engagement letter and client organizers to collecting e-signatures and invoicing, client touchpoints include manual, labor-intensive tasks that are frustrating and far too time-consuming. Automation is transforming the tax engagement life cycle! Now you can automate remote client interactions across the entire tax package, 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.

Clients expect you to deliver your services in a way that is convenient, collaborative, and safe during these challenging times. Remove the friction from your client experience! In this webinar, we will touch on the SafeSend Suite and how a secure, intuitive, and guided online tax return delivery experience for clients, including 8879 e-signatures, can elevate your firm’s image and fortify your relationship. In a time when more of your clients are working from home and require remote services, it is critical for your firm to offer a high-end online experience that is easy to navigate and adds value to your services.

Learning Objectives:


  • Explore the most common pitfalls of traditional client portals and online delivery systems

  • Understand 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

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Shannon Jencks

SafeSend
Director of Sales
[email protected]
(800) 716-2558

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Shannon Jencks leads the sales efforts at SafeSend, serving as educator, coach, and cheerleader. Her goal is simple - empower clients with the knowledge and tools needed to automate the client touchpoints around the tax engagement process and reduce their work. Before joining SafeSend, Shannon worked with Alliantgroup, helping businesses and their CPAs identify government-sponsored tax credits and incentives.
 

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