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