This webinar was held on Tuesday, November 25 at 2:00pm ET
Sponsor: SafeSend
Duration: 1 Hour
The results are an intake process that doesn’t overload or burn out staff while also saving significant amounts of time and money, not to mention positioning adopting firms well for the future—in terms of both client experience and employee recruitment/retention.
Learning Objectives:
- Streamline Client Intake with Automation – Learn how emerging technology can simplify document collection, reduce manual data entry, and accelerate the onboarding process.
- Enhance Accuracy & Compliance in Tax Documentation – Discover how AI-powered tools can help firms minimize errors, ensure data integrity, and maintain regulatory compliance from the start.
- Improve Client Experience with a Seamless Intake Process – Understand how digital solutions can create a more intuitive and efficient document submission experience for clients.
- Future-Proof Your Firm with Scalable Intake Solutions – Explore how adopting innovative technology now can set your firm up for long-term success by improving workflow efficiency and staff productivity.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Tax |
| 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:
Andrew VanVladriken is a Senior Product Manager at SafeSend where he oversees the front end document gathering process. He has been with SafeSend for 4 years before the acquisition by Thomson Reuters. Andrew has over 6 years of experience in product management and another 3 years in software quality control. Outside of work Andrew enjoys going on walks with his dog making home cooked meals.
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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