CPE Webcast August 23: Tax Automation Tools that Make Staff Smile (and Stay!)

Receive 1 hour of absolutely free CPE credit score for collaborating in this are living webcast.

Day: Tuesday, August 23, 2022
Time: 2:00 PM EDT / 1:00 PM CDT / 11:00 AM PDT / 6:00 PM GMT
Sponsor: SafeSend
Length: 1 Hour

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Out-of-date processes crammed with handbook duties that haven’t been current in yrs can trigger anxiety and burnout amid team. Be a part of SafeSend as we analyze a range of alternatives for automating client touchpoints throughout the tax engagement – gather source files, collect electronic organizers, assemble, and deliver finished tax returns, collect e-signatures, send reminders, and settle for tax prep costs just to name a handful of. We’ll check out what does and doesn’t do the job for tax professionals and evaluate the benefits of employing a suite of automation answers designed specially for tax and accounting corporations.

Lower irritation for your company workers and your customers. In this webinar, we will speak about the SafeSend Suite and how a safe, intuitive, and guided on-line tax engagement experience for clientele can elevate your firm’s picture, fortify your marriage, and make workers and clients smile.

Studying Targets:

1. Investigate the popular details of disappointment for corporations and customers during the tax engagement
2. Realize the new technological developments that are automating tax procedures
3. Determine automation options that have been developed specially for the tax and accounting career
4. Learn how to create a shopper-centric solution for tax engagements and enhance consumer collaboration

Plan stage: Fundamental (no prerequisites essential).
Subject of Study: Data Engineering and Business Management.  
Obtain 1 hour of totally free CPE credit for participating in this dwell webcast.

Presented by

Joe Wroblewski is a Senior Solution Enthusiast with a lot more than 8 a long time of expertise working in tax and accounting technological know-how. He leverages his abilities in locations these as customer achievement, finding out and development, and income to help new and existing shoppers make an immediate influence in their corporations applying the SafeSend Suite. Considering that 2012, he has held several roles at SafeSend, but most enjoys encouraging corporations design workflows that very best enhance their specific demands.

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at numerous accounting events, trade exhibits, and webinars. Gail is the author of around 30 publications (including Mint.com For Dummies, The Idiot’s Information to Introductory Accounting, and Surviving Economic Downsizing: A Simple Guideline to Dwelling Nicely on Considerably less Money), and she maintains a tiny tax observe. Gail is a graduate of Indiana College exactly where she earned a bachelor’s diploma in journalism. She returned to faculty to study accounting at Illinois Point out University, earned her CPA, and labored for Deloitte in Chicago for quite a few yrs as a point out and nearby tax accountant. She has taught introductory accounting and private finance classes, and she is a previous laptop or computer applications teacher at the Indiana CPA Culture. Gail is a member of the AICPA’s PFS Credential Committee.

This Free of charge on the internet webinar is a continuation of CPA Observe Advisor’s mission to present unbiased, unbiased information on technologies accessible to practising community accountants and tax experts.

Particular thanks to our sponsor for supporting this educational session:

SafeSend’s mission is to automate the tax and accounting profession with modern, rising technologies that enable practitioners function a lot more successfully and provide their customers greater. Progressive accounting companies and tax pros count on our exceptional and sturdy remedies to make their lives much easier and their perform much more pleasing.

SafeSend offers various foundational know-how solutions for the tax and accounting occupation. Our flagship offering, SafeSend Returns^® is a multi-12 months winner of the CPA Practice Advisor Technological innovation Innovation Award and has redefined the way accounting corporations digitally assemble, securely supply, and immediately capture e-signatures from clientele for done tax return deals. Extra applications we provide contain, TicTie Compute^®, an Adobe^® Acrobat^® plug-in for accounting industry experts, and SafeSend Exchange™, the safe, bi-directional file trade program. Visit safesend.com to understand much more about our digital answers.

CPA Follow Advisor is registered with the Countrywide Association of Point out Boards of Accountancy (NASBA) as a sponsor of continuing skilled instruction on the National Registry of CPE Sponsors. Condition boards of accountancy have ultimate authority on the acceptance of personal classes for CPE credit rating. Complaints with regards to registered sponsors could be submitted to the Nationwide Registry of CPE Sponsors by way of its website: https://www.nasbaregistry.org/. For a lot more information and facts pertaining to administrative procedures be sure to make contact with Isaac O’Bannon at [email protected].