This event was originally held on December 16, 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
Sponsor: SafeSend & Sapro
Duration: 1 Hour
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With the end of the year on the horizon, preparing for a smoother and less stressful 2022 is on everyone’s minds. How can you do more with less? The current lack of candidates for open positions is not unique to the tax and accounting profession, yet it is making a noticeable impact on firms. It is more important than ever to assess current processes, make necessary improvements, and accurately forecast your needs. The task is daunting; the key is adaptability.
Andrew Hatfield, Co-founder and Chief Growth Office of SafeSend and partner Sapro, will explore a checklist of firm processes that you should prioritize for review in Q4, including the examination of implementing automation solutions. Future-thinking firms are most successful when they recognize their past challenges, internalize the lessons, and deploy tools and technology that will allow them to adapt more quickly to unforeseen situations, such as COVID-19.
Clients expect you to deliver your services in a way that is convenient, collaborative, and flexible when life throws everyone a curveball. In this webinar we will introduce the SafeSend Suite and how it can automate remote client interactions across the entire tax process, including engagement letters e-signatures, digital client organizers, K-1 distribution, and signer delegation e-file form e-signatures, and collecting payment of the tax prep fee.
Program level: Basic (no prerequisites required).
Field of Study: Information Technology
Receive 1 hour of free CPE credit for participating in this live webcast.
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.
Mary Maguire, SPHR, LDSS Global
Chief of Staff
Mary Maguire, SPHR, LDSS – SAPRO’s Global Chief of Staff, is a trusted business advisor at the Director level with over 15 years of progressive experience in Mid-tier public accounting, banking and IT firms. Mary possesses keen business acumen, an innovative approach, and a demonstrated ability to operationalize strategy. Reporting directly to SAPRO’s Co-CEO, she synthesizes, translates, and activates SAPRO’s vision through personal commitment and meaningful actions. Her depth of industry knowledge, people-focused initiatives, and expertise offer the firm essential insights in optimizing talent, delivering client service excellence, and leaving a proud legacy within the global community. Under her stewardship, SAPRO is well-positioned to expand into new markets and continue realizing our vision as a global leader.
Moderator: 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 Mint.com 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.
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