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Client Collaboration: Automate Every Touchpoint in the Tax Engagement

CLIENT COLLABORATION: AUTOMATE EVERY TOUCHPOINT IN THE TAX ENGAGEMENT

This webinar was previously titled: MASTERING REMOTE RETURNS: AUTOMATING THE ASSEMBLY, DELIVERY AND eSIGN PROCESS
Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 7, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Automation has upended the accounting function, but tax processes have remained stubbornly linear. From the engagement letter and organizers to collecting e-Signatures and invoicing, client touchpoints include tedious tasks that are far too time-consuming. Time is money - and in today’s chaotic environment, your firm cannot afford to be inefficient. Automation is transforming the tax engagement life cycle! Now you can automate remote client interactions of tax returns, engagement letters, organizers, K-1s, e-signatures, and invoicing to collect payment. 2021 client expectations will revolve around convenience, collaboration, safety, and experience. 

Learn about the SafeSend Returns Suite and how a secure, intuitive, and guided online tax return delivery experience for clients, including 8879 e-signatures, can elevate your firm’s brand image and fortify your relationship. Your client’s lives have never been more stressed. Firms not deploying solutions that smooth out complex processes via modern technology may frustrate and confuse their clients and impact their relationships.  

As more of your clients work-from-home and require remote services, the need to offer a high-end online experience for clients to differentiate your firm and add value to your services is critical. This webinar will explore how automation is transforming tax engagement to support remote client relationships and enable collaboration.

Learning Objectives:


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

  • Identify the new technological advances that are automating tax practices

  • Identify the top tax solutions for 2021, allowing staff to digitally assemble and deliver completed tax returns from anywhere and serve clients remotely

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

NOTE: SafeSend Returns is currently compatible with CCH ProSystem FX, CCH Axcess, UltraTax, and GoSystems, and Lacerte

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Andrew Hatfield

SafeSend
Co-Founder, Senior Vice President, Sales and Strategic Partnerships
andrew.hatfield@safesend.com
8007162558

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Andrew Hatfield is a Co-Founder and Senior Vice President of Sales & Strategic Partnerships for cPaperless, LLC. He is a recognized industry speaker and enthusiast for the latest technology trends that affect tax & accounting firms. For nearly two decades, Andrew has been serving the tax & accounting industry by creating innovative and award-winning software solutions that provide significant efficiency gains for public tax & accounting firms. In addition, he has been honored as a 40 under 40 in the accounting industry. He has pioneered multiple software solutions that have won the prestigious CPA Practice Advisor Innovation Award, most recently 2016 and 2017 for SafeSend Returns.

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 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.