Content Provider
Safesendlogo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
See Why 65% Of Top 500 Firms Use the SafeSend Suite
Software Demo Included
Computer Software and Applications

SEE WHY 65% OF TOP 500 FIRMS USE THE SAFESEND SUITE

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 28, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
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. 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

Joe Wroblewski

SafeSend
Senior Product Enthusiast
joe.wroblewski@safesend.com
(800) 716-2558

Safesendlogo

Joe Wroblewski is a Senior Product Enthusiast with more than eight years of experience working in tax and accounting technology. He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact in their firms using the SafeSend Suite. Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs.

About Our Presenter

Safesendlogo
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