This webinar was held on Thursday, September 25 at 1:00pm ET
Sponsor: SafeSend
Duration: 1 Hour
If you’re not, why would a client be confident in your firm? Fortunately, the best tax and accounting tools offer features like secure document exchange, encrypted messaging, drop-off links, and single-firm admin, among others. The very best solutions provide all of that with top-of-the-line security, without requiring log-in credentials.
Learning Objectives:
- Evaluate Security Standards in Tax Automation Tools – Learn the essential security measures and compliance requirements that every tax automation vendor should meet to protect your firm and clients.
- Optimize Workflow Security for Peak Season – Discover how to integrate secure tax automation solutions that streamline processes, helping your firm meet deadlines efficiently without compromising data safety.
- Strengthen Data Management & Protection – Understand best practices for secure data storage, access controls, and encryption to safeguard sensitive client information from cyber threats.
- Enhance Security Awareness Through Staff Training – Explore strategies for educating your team on security protocols, phishing prevention, and best practices to maintain compliance and reduce risks.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Information 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@cpracticeadvisor.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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