This webinar will be held on Tuesday, December 16 at 1:00pm ET
Sponsor: SafeSend
Duration: 1 Hour
Learning Objectives:
- Maximize ROI – Streamline tax prep and eSign delivery to save thousands
- Simplify operations – Consolidate intake, prep, eSign, and delivery in one tech stack
- Stay competitive – Leverage AI and automation to future-proof your firm
- Attract top talent – Create a tech-forward culture that appeals to younger CPAs.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Technology |
| 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:
With 6 years of experience in the Tax and Accounting technology sector, Dave Cossey has background in learning and development, account management and sales which has allowed him to assist new and existing clients in optimizing their workflow with SafeSend One; most passionate about working with businesses to create customized workflows that fit their unique needs and help them achieve immediate results.
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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Jamaira Arcueno December 4 2025 at 2:06 am
Does this free webinar also gives free certificate?