Skip to main content

May 27th CPE Webinar: Tax Package E-Signing That Actually Works

SafeSend_Horz - Color RGB

          This event was originally held on May 27, 2021 and is now available for on demand viewing.
This archived version no longer qualifies for CPE, but please click below to register and view the event                 
Register here! 

This webinar will examine a variety of options for collecting e-signatures on a variety of documents commonly included with a tax package. We’ll explore what does and doesn’t work for tax professionals and review the benefits of using a solution built specifically for tax and accounting firms. The height of tax season is often the time when firms feel the impact of inefficient processes that haven’t been updated in years. The frustration of a missing spouse email address, a shared email address between taxpayer and spouse, e-signature requests that go to SPAM, or the taxpayer that can’t answer KBA questions to authenticate – only to be dropped out of the process – is exhausting. Sound familiar?

The good news is you can reduce frustration for your firm and your client. In this webinar, we will talk about SafeSend Returns, the SafeSend Suite, and how a secure, intuitive, and guided online tax return delivery experience for clients, including 8879 e-signatures, can elevate your firm’s image, fortify your relationship, and reduce frustration for everyone.

Program level: Basic (no prerequisites required).
Field of Study:  Information Technology        

Presented by:

Andrew Hatfield
Co-Founder and Chief Growth Officer

Andrew Hatfield leads revenue growth, strategic partnerships, and defining SafeSend’s long-term priorities and agenda. He is a recognized industry speaker and thought leader, and enthusiast for emerging technologies that impact tax and accounting firms. Andrew focuses on market dynamics, customer feedback and needs, and profession trends with an eye toward identifying new pathways to growth. For nearly two decades, Andrew has lent his automation technology expertise and deep domain knowledge of the profession to help create innovative software solutions – each providing exponential efficiency gains for tax and accounting professionals.
Moderated By:

Gail Perry
CPA Practice Advisor

Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.
Special thanks to our sponsors for supporting this educational session:

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: For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110