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Self-Study CPE
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Free cpe webinars
Erase Client Frustration With Automated Tax Return Delivery They’ll Adopt

ERASE CLIENT FRUSTRATION WITH AUTOMATED TAX RETURN DELIVERY THEY'LL ADOPT

Available Date(s)
Tuesday, June 18, 2024: 2:00PM EDT
Thursday, June 27, 2024: 2:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

With many technological and AI-powered advances coming to the tax and accounting profession, firms are looking to provide the best service for their clients, all while staying up to date, saving time, and cutting costs. The SafeSend Suite standardizes the tax workflow experience easily, revolving around an all-in-one award-winning platform that offers automation tools that cater to all points of tax engagement for your clients.

The SafeSend Suite offers a straightforward, easy-to-use interface your clients will love for both individual and business returns. While offering multiple API integration options for a seamless, paperless, transition. Clients and staff can gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, accept tax prep fees, and more all within the SafeSend Suite. 

Learning Objectives: 


  • Identify the key features and functionalities of the SafeSend suite, with a specific emphasis on how these tools contribute to creating a best-in-class client experience

  • List actionable strategies for seamlessly implementing the SafeSend suite within CPA firms, focusing on minimizing client frustration, accelerating form signing processes, and establishing easy interaction throughout the entire tax process

  • Recognize how the SafeSend suite directly addresses common challenges in client interactions for CPA firms, discovering key functionalities that lead to quicker form signing and an enhanced overall client experience

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

Joe Wroblewski

SafeSend
Senior Product Enthusiast
joe.wroblewski@safesend.com
(800) 716-2558

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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.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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 their 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. Their 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 offered 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 their digital solutions