Content Provider
Safesendlogo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Get Signed 8879s Back in Less Than One Day

GET SIGNED 8879s BACK IN LESS THAN ONE DAY

This webinar was previously titled: TAX WORKFLOW AUTOMATION: MAKE YOUR TECH INVESTMENT COUNT
Cost Free
Presentation Length 1.0 hour

Recorded DateMay 19, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join SafeSend co-founders Steve Dusablon, Chief Innovation Officer, and Andrew Hatfield, Chief Growth Officer, as they share the journey of building the number one e-signature tool for the tax and accounting profession. They’ll discuss the biggest reasons why e-sign fails for clients today and how the SafeSend Suite is alleviating frustrations that other e-sign tools are not.

Steve and Andrew will address the taxpayer/spouse signature dilemma, outline how to reduce frustrations around KBA, cover E-sign business/entity returns, address engagement letters, POAs, and more with year-round e-signing, give examples of how to eliminate the “older client” excuse with the easiest solution, and how to e-sign on a mobile device.

Top firms know that the SafeSend Suite has fixed 8879 e-sign frustrations and so much more. Join SafeSend as we share ways to increase your firm’s success around assembly, delivery, and e-signing of the tax return package.

Learning Objectives:


  • List the common points of frustration for firms and clients throughout the tax engagement

  • Recognize the new technological advances that are automating tax practices

  • Identify automation solutions that were built specifically for the tax and accounting profession

  • Evaluate how to develop a client-centric approach for tax engagements and improve client collaboration

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Steve Dusablon

SafeSend
Co-Founder & Chief Innovation Officer
steve.dusablon@cpaperless.com
(949) 510-3365

Safesendlogo

Steve Dusablon, SafeSend Co-founder & Chief Innovation Officer, drives company innovation and product strategy at SafeSend. Under his leadership, the company released our flagship product, SafeSend Returns® – one of the most unique and innovative solutions in the tax and accounting profession today and a multi-year winner of the CPA Practice Advisor Technology Innovation Award. Steve is a visionary and has a passion for building new products and solving real-world problems for our customers. Steve is an entrepreneur at heart, a Certified Public Accountant, and has experience launching businesses and leading organizations.

Linkedin

Andrew Hatfield

SafeSend
Co-Founder & Chief Growth Officer
andrew.hatfield@safesend.com
(800) 716-2558

Safesendlogo

Andrew Hatfield, SafeSend Co-founder & Chief Growth Officer, leads revenue growth, strategic partnerships, and defining SafeSend’s long-term priorities and agenda. He is a recognized industry speaker and thought leader, and enthusiast for emerging technologies that impact tax and accounting firms. Andrew focuses on market dynamics, customer feedback and needs, and profession trends with an eye toward identifying new pathways to growth. For nearly two decades, Andrew has lent his automation technology expertise and deep domain knowledge of the profession to help create innovative software solutions – each providing exponential efficiency gains for tax and accounting professionals.

Joe Wroblewski

SafeSend
Senior Product Enthusiast
joe.wroblewski@safesend.com
(800) 716-2558

Safesendlogo

Joe Wroblewski is a Senior Product Enthusiast with more than eight years of experience working in tax and accounting technology. He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact in their firms using the SafeSend Suite. Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs.

About Our Presenter

Safesendlogo
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on their unique and robust solutions to make their lives easier and their work more enjoyable.

SafeSend offers several foundational technology solutions for the tax and accounting profession. Their flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools offered include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit safesend.com to learn more about their digital solutions