Client experience is always top of mind for tax and accounting professionals. Whether you’re motivated to provide even better service to your clients, or client pain points are what keeps you up at night, automated tax software can be the one-stop-shop solution, especially with new technological features and components. Learn more about how new and emerging tax software and technology is providing unrivaled client experience, unburdening staff workloads, and elevating work-life balance. Eliminate workload bottleneck and elevate your staff and clients to easily gather source documents, collect digital organizers, assemble and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees. 

Learning Objectives: 

• Identify the features and functionalities of modern tax technologies, with a specific emphasis on how these tools create an unrivaled client experience


• List actionable strategies for seamlessly implementing new technology within CPA firms, and how it can save your firm thousands of dollars and hundreds of work hours


• Recognize how SafeSend directly addresses familiar challenges in client interactions for CPA firms, like automating the e-signature collection processes, sending scheduled reminders and more


• Outline practical approaches and best practices for integrating automated tax technology, like SafeSend, enabling CPA firms to reduce client frustration, expedite form signing, ensure secure document transfer, and provide a user-friendly journey throughout the tax process