[CPE] Balancing Automation and Personal Connection in this Digital Era
Striking the right balance between automation and personal connection is key to delivering great client service.
Striking the right balance between automation and personal connection is key to delivering great client service.
With so many new features, automation technologies and firm modernizations coming out in 2024, Tax & Accounting professionals have a lot to keep up with. Join us for an informative webinar where we press pause on all these notifications and break it down.
SafeSend's Next Gen Gather AI feature aims to create a new standard for the "Tax Ready" process by addressing these critical issues.
With so many new features, automation technologies and firm modernizations coming out in 2024, Tax & Accounting professionals have a lot to keep up with. Join SafeSend for an informative webinar where we press pause on all these notifications and break it down.
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.