Web Seminar

Striking the right balance: Automating the tax & accounting journey without sacrificing client experience

Tuesday, June 17, 2025 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
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With speed and simplicity being fundamental components to the tax filing process, it's becoming more important for accountants to invest in modernized technologies to meet the needs of their clients. This isn't necessarily an easy switch to flip as accountants are also finding themselves balancing the heightened desire for highly personalized advice. 

Join us for this research-based web seminar as Abbey Naspinski, Senior Research Analyst at Accounting Today, sits down with Joe Wroblewski, Sales Engineer Manager at SafeSend to discuss recent research conducted by Accounting Today and SafeSend and the importance of a digital tax filing experience that still incorporates the human touch to establish trust and client understanding. 

Register today to learn:

  • Why individual and business tax filers turn to CPAs and what they expect in return
  • How these tax filers prefer to interact with and obtain documents from their accountants
  • The challenges tax filers encounter during the process and how an end-to-end solution can help
Speakers
  • Whitney Kisner
    Director of Operations
    Papin CPA
    (Speaker)
  • Joe Wroblewski
    Sales Engineer Manager
    SafeSend
    (Moderator)
  • Abbey Naspinski
    Senior Research Analyst
    Accounting Today
    (Moderator)