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Get Tax Ready! Solving Source Document Gathering Issues

GET TAX READY! SOLVING SOURCE DOCUMENT GATHERING ISSUES

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 7, 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 solving pain points experienced on the front end of the tax process and define a new way to get your firm and clients tax ready! They’ll discuss what it means to be “tax ready” at your firm, including digital, fillable tax organizers; document requests lists; source document gathering; tracking and reporting; and all the tools you need to confirm your clients have completed their tasks so you can prepare the return.


  • Expanding functionality around the gathering of source documents

  • Custom questionnaires, streamlined organizers, and document request checklists 

  • Data flow directly into your tax preparation software through integrations and APIs

Top firms know that the SafeSend Suite allows you to send engagement letters, organizers, and questionnaires, and gather source documents ALL DIGITALLY—making it easy for both staff and clients. Join SafeSend as we share ways to help your firm get tax ready and solve pain points around client organizers and source document gathering in the tax workflow process. 

We had significant usage with the source document upload feature. – Virginia Dennerlein, Director of Operations, Sax LLP.
 

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

 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Steve Dusablon

SafeSend
Co-Founder & Chief Innovation Officer
[email protected]
(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
[email protected]
(800) 716-2558

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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.

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