Join SafeSend co-founders Steve Dusablon, Chief Innovation Officer, and Andrew Hatfield, Chief Growth Officer, as they share the journey of solving pain points experienced on the front end of the tax process and define a new way to get your firm and clients tax ready! They’ll discuss what it means to be “tax ready” at your firm, including digital, fillable tax organizers; document requests lists; source document gathering; tracking and reporting; and all the tools you need to confirm your clients have completed their tasks so you can prepare the return.

• Expanding functionality around the gathering of source documents


• Custom questionnaires, streamlined organizers, and document request checklists 


• Data flow directly into your tax preparation software through integrations and APIs

Top firms know that the SafeSend Suite allows you to send engagement letters, organizers, and questionnaires, and gather source documents ALL DIGITALLY—making it easy for both staff and clients. Join SafeSend as we share ways to help your firm get tax ready and solve pain points around client organizers and source document gathering in the tax workflow process. 

We had significant usage with the source document upload feature. – Virginia Dennerlein, Director of Operations, Sax LLP.
 

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