With extension season underway, firms are working hard to meet the 9/16 and 10/15 deadlines. This seasonal workload can lead to a work pile up: clients and staff struggle to gather source documents, collect digital organizers, assemble and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees.

Learn how to eliminate this bottleneck by adopting tax automation software for your firm, while providing an unrivaled client experience. SafeSend offers a straightforward, easy-to-use interface with tools that will turn extension season stress into peace of mind for your staff and clients. 

Learning Objectives: 

• List the key features and functionalities of SafeSend, with a specific emphasis on how these tools contribute to creating an unrivaled client experience


• Identify actionable strategies for seamlessly implementing SafeSend within CPA firms, and how these tools can save your firm thousands of dollars and hundreds of work hours


• Determine how SafeSend directly addresses familiar challenges in client interactions for CPA firms, like automating the e-signature collection processes, sending scheduled reminders, and more


• Outline practical approaches and best practices for integrating SafeSend, enabling CPA firms to reduce client frustration, expedite form signing, ensure secure document transfer, and provide a user-friendly journey throughout the tax process

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