Webinar: Get Tax Ready! Solving Source Doc Gathering Issues
Join SafeSend as we share ways to help your firm get tax ready and solve pain points around client organizers and source document gathering in the tax workflow process.
SafeSend
Webinar: Tax Workflow Automation: Make Your Tech Investment Count
The height of tax season is often the time when firms feel the impact of inefficiency. Don’t settle for clunky solutions and processes filled with manual tasks that cause anxiety and burnout among staff.
Ensuring Success is This Week! Free Online CPE Conference Offers 14 Sessions Dec. 14-15, 2022
The conference is totally free for CPAs, tax professionals, and other professionals, and offers 14 sessions, each worth 1 hour of CPE credit. Several sessions also qualify for IRS CE credit.
Ensuring Success 2022 – 2 Days of Free Online CPE – Earn Up to 14 Hours
Earn from 1 to 14 hours of free CPE during this online 2-day event. Pick only the sessions you want to attend, and finish up your CPE requirements before the end of the year.
2022 Innovation Awards Spotlight Top Tech for Tax and Accounting Pros
The Innovation Awards were first presented in 2004, and they honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients ...
Webinar: Tax Automation Tools that Make Staff Smile (and Stay!)
Join SafeSend as we examine a variety of options for automating client touchpoints across the tax engagement
Webinar: Embrace Automation, Empower Staff, & Reduce Frustration for Remote Clients
Don’t just check the box with the tools you own. Choose the RIGHT tools that don’t cause frustration. Making it easy is the key to retaining both valuable clients and staff!
SafeSend Exchange
SafeSend Exchange has redefined secure document transfer in the tax and accounting profession. SafeSend Exchange includes all the core features of traditional client portals and file share systems, such as large file transfer, secure document exchange...