LAB-P-2402. Erase Client Frustration With Automated Tax Return Delivery They'll Adopt - presented by Safesend (TCH, PRA)

With many technological and AI-powered advances coming to the tax and accounting profession, firms are looking to provide the best service for their clients, all while staying up to date, saving time, and cutting costs. Firms are looking for a solution that standardizes the tax workflow experience easily and offers automation tools that cater to all points of tax engagement for your clients. The SafeSend Suite offers a straightforward, easy-to-use interface your clients will love for both individual and business returns, including multiple API integration options for a seamless, paperless transition. Clients and staff can gather source documents, collect digital organizers, assemble and deliver completed tax returns, collect e-signatures, send reminders, accept tax prep fees, and more, all within the SafeSend Suite.

Learning Objectives:

• Identify current client frustrations and how you can evolve and create a best-in-class client experience.
• Select actionable strategies focused on minimizing client frustration, accelerating form signing processes, and establishing easy interaction throughout the entire tax process.
• Recognize the trends happening in the industry, from AI, to collaboration, to the “Single Pane of Glass” concept.