This webinar will be held on Thursday, May 29 at 1:00pm ET
Sponsor: SafeSend One
Duration: 1 Hour
Is your tech stack working for you, or are you working for it? In this day and age of automation and AI, tools should be seamless and efficient. Interconnectivity is the key. In this webinar, we’ll cover how you can achieve that kind of cohesion with your tech stack.
Learning Objectives:
- Improve Team Efficiency with Smart Technology – Discover how the right software solutions can streamline collaboration, reduce redundancies, and help your team work smarter, not harder.
- Optimize Staff Workloads & Workdays – Learn how to leverage automation and AI-driven tools to balance workloads, minimize burnout, and enhance productivity during peak seasons.
- Simplify Operations with a Consolidated Tech Stack – Explore how integrating and centralizing your firm’s software can eliminate inefficiencies, reduce manual data entry, and create a seamless workflow.
Implement a Scalable Tech Strategy for Long-Term Success – Develop an action plan for selecting and optimizing technology that supports firm growth, improves job satisfaction, and enhances client service.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Joe Wroblewski is a Sales Engineer Manager with more than ten 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 mostly enjoys helping firms design workflows that best complement their specific needs.
Moderated by:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), 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 Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
A one-stop shop for engagement letters, fillable organizers, secure source document gathering, tax return assembly and delivery with eSign. SafeSend One gives your clients a guided and intuitive experience across all touchpoints.
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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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