This webinar will explore how automation is transforming tax engagement to support remote client relationships, enable collaboration, and reduce firm frustration. From the engagement letter and client organizers to collecting e-signatures and invoicing, client touchpoints include manual, labor-intensive tasks that are frustrating and far too time-consuming. Automation is transforming the tax engagement life cycle! Now you can automate remote client interactions across the entire tax package, including engagement letters e-signatures, digital client organizers, K-1 distribution and signer delegation, e-file form e-signatures, and collecting payment of the tax prep fee.

Clients expect you to deliver your services in a way that is convenient, collaborative, and safe during these challenging times. Remove the friction from your client experience! In this webinar, we will touch on the SafeSend Suite and how a secure, intuitive, and guided online tax return delivery experience for clients, including 8879 e-signatures, can elevate your firm’s image and fortify your relationship. In a time when more of your clients are working from home and require remote services, it is critical for your firm to offer a high-end online experience that is easy to navigate and adds value to your services.

Learning Objectives:

• Explore the most common pitfalls of traditional client portals and online delivery systems


• Understand the new technological advances that are automating tax practices


• Identify the top tax solutions allowing staff to digitally assemble and deliver completed tax returns from anywhere and serve clients remotely


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