This webinar was on Thursday, October 30 at 10:00am ET
Sponsor: SafeSend
Duration: 1 Hour
Learning Objectives:
- Balance Automation with Personalized Service – Learn how to integrate tax automation tools while maintaining the human connection that builds client trust and loyalty.
- Enhance Client Relationships in a Digital-First World – Discover strategies for using automation to streamline workflows while keeping client interactions personal and engaging.
- Empower Your Team with the Right Tech & Training – Understand how to equip your staff with automation tools that reduce manual tasks, allowing them to focus on high-value client advisory services.
- Create a Seamless, Human-Centric Tax Experience – Explore best practices for blending technology and personal touchpoints to improve efficiency, satisfaction, and long-term client retention.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Tax Automation |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Sessioni |
| 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 singular workflow solution not only makes your firm more efficient but can make budgeting much simpler. One tool that handles everything from source document gathering all the way to tax return assembly/delivery—and automates manual tasks like intake, signatures, and deadline reminders—makes your firm a more attractive employer, too.
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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