ENG22SS08. Embrace Automation, Empower Staff, & Reduce Frustration for Remote Clients, presented by SafeSend

To submit a question or participate in polling, click the link above. The height of tax season is often the time when firms feel the impact of inefficiency. Outdated processes filled with manual tasks that haven’t been updated in years can cause burnout among staff. In this session, we will examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few. We’ll explore what does and doesn’t work for tax professionals and review the benefits of using a suite of automation solutions built specifically for tax and accounting firms.

Learning Objectives:

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