TD2505. From Intake to Delivery: Streamline Your Tax Workflow with AI & Automation, presented by SafeSend

Discover how leading firms are transforming their tax process from start to finish using SafeSend One. This demo will highlight how targeted AI and automation features go beyond the buzz to solve real-world pain points—eliminating bottlenecks, reducing manual work, and enhancing the client experience.

See why top firms trust SafeSend One to easily assemble, deliver, and eSign tax return packages—streamlining the entire workflow with simplicity and confidence.

Don’t miss this chance to see the future of tax automation in action.

Learning Objectives:

• Identify how targeted AI and automation features in tax workflow software can solve common challenges—from client intake through final delivery—by eliminating bottlenecks, reducing manual effort, and improving overall efficiency.
• Understand how modern automation tools support a seamless, end-to-end tax engagement experience by streamlining the assembly, delivery, and eSignature of tax returns, while delivering an unrivaled client experience and boosting staff productivity.