CPE Webcast August 23: Tax Automation Tools that Make Staff Smile (and Stay!) – CPAPracticeAdvisor.com

Receive 1 hour of free CPE credit for participating in this live webcast.

Date:Tuesday, August 23, 2022Time:2:00 PM EDT / 1:00 PM CDT / 11:00 AM PDT / 6:00 PM GMTSponsor:SafeSendDuration:1 Hour

Already registered for this webinar? Please click here to log in.

Outdated processes filled with manual tasks that havent been updated in years can cause anxiety and burnout among staff. 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. Well explore what does and doesnt work for tax professionals and review the benefits of using a suite of automation solutions built specifically for tax and accounting firms.

Reduce frustration for your firm staff and your clients. In this webinar, we will talk about the SafeSend Suite and how a secure, intuitive, and guided online tax engagement experience for clients can elevate your firms image, fortify your relationship, and make staff and clients smile.

Learning Objectives:

Program level: Basic (no prerequisites required).Field of Study:Information Technology and Firm Management.Receive 1 hour of free CPE credit for participating in this live webcast.

Presented by

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.

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (includingMint.comFor Dummies, The Idiots Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelors degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPAs PFS Credential Committee.

This FREE online webinar is a continuation of CPA Practice Advisors mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:

SafeSends 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 our 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. Our 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 we offer 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 our digital solutions.

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac OBannon at iobannon@cpapracticeadvisor.com.