With staff in short supply and clients expecting a frictionless experience, tax and accounting professionals are looking for ways to bring more standardization and automation to their tax engagements. Tools that offer straightforward, easy-to-use interfaces with multiple API integrations, will let clients and staff quickly and easily gather source docs, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees.
In this webinar, you'll will:
- Understand the current client frustrations. What is top of mind to the client? Learn how you can evolve and create a best-in-class client experience.Explore actionable strategies focusing on minimizing client frustration, accelerating form signing processes, and establishing easy interaction throughout the entire tax process.Discuss the trends happening in the industry. From AI, to collaboration, and the "Single Pane of Glass" concept.Understand the steps needed to evaluate the best solutions for your client out in the marketplace today.
- Learn how the features of the SafeSend Suite can help tax practitioners streamline and automate engagements, while delighting clients.
CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
