Web Seminar

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

Past event date: June 17, 2025 Available on-demand 60 Minutes

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Today's tax clients expect speed, simplicity, and highly personalized advice. Accountants are increasingly juggling the push for digital modernization with the human touch that keeps clients coming back.

Abbey Naspinski, Senior Research Analyst at Accounting Today, joins Joe Wroblewski, Sales Engineer Manager at SafeSend and Whitney Kisner, Director of Operations at Papin CPA to share the latest findings from research conducted by Accounting Today and SafeSend.

Along with the importance of a digital tax filing experience that still incorporates the human touch to establish trust and client understanding, attendees will learn –

The expectations individual and business tax filers have from their CPAs
How these tax filers prefer to interact with and obtain documents
Why accountants should consider an end-to-end solution to address client challenges

Automation

Speakers

Whitney Kisner

Director of Operations
Papin CPA
(Speaker)
Joe Wroblewski

Sales Engineer Manager
SafeSend
(Moderator)
Abbey Naspinski

Senior Research Analyst
Accounting Today
(Moderator)

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NASBA CPE Credit is being offered for this webinar.**

SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This seminar is not approved for IRS CPE Credit.