Webinar: Effortless Tax Prep and Workflow: Say Goodbye to Client Frustrations
Erase client frustration with automated tax return delivery they will want to adopt.
Erase client frustration with automated tax return delivery they will want to adopt.
Professionals can earn up to 14 hours of free CPE during this 2-day annual, virtual conference. Additionally, EAs can receive up to 3 hours of CE credit. Pick only the sessions you want to attend.
While many pundits in the profession claim that tax returns (read compliance) are going away, I don't think that will be true anytime soon.
New innovation leveraging AI will streamline the source document gathering process and make features such as automatically generated Document Request Lists (DRL), automatic identification and labeling of client uploaded documents, and dynamic custom questionnaires available and easy to use.
Discover the fastest and easiest way get your firm and clients from “tax ready” to “finish & file” using automation.
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.
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.
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.