This webinar will be held on Friday, June 27 at 1:00pm ET
Sponsor: SafeSend One
Duration: 1 Hour
Learning Objectives:
- Reduce Reliance on Paper with Digital Solutions – Learn how top tax firms are transitioning to paperless workflows to improve efficiency, reduce costs, and enhance security.
- Invest in Technology That Maximizes Productivity – Discover how automation and AI-powered tools are freeing tax and accounting professionals from the time-consuming monotony of manual tasks—like document source gathering, organizing client materials, signatures, and more—allowing staff to focus on high-value tasks.
- Streamline Operations with an Optimized Tech Stack – Understand how integrating the right software solutions can eliminate inefficiencies, reduce manual work, and improve overall firm performance.
- Future-Proof Your Practice with Scalable Solutions – Explore how adopting the right technology today not only helps your firm compete by delivering a better client experience, it also greatly assists with succession planning by making yours a more attractive place to work among the next generation of tax and accounting professionals.
| 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:
Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O’Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.
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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