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. The SafeSend Suite standardizes the tax workflow experience easily, revolving around an all-in-one award-winning platform that 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. While offering 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 the key features and functionalities of the SafeSend suite, with a specific emphasis on how these tools contribute to creating a best-in-class client experience


• List actionable strategies for seamlessly implementing the SafeSend suite within CPA firms, focusing on minimizing client frustration, accelerating form signing processes, and establishing easy interaction throughout the entire tax process


• Recognize how the SafeSend suite directly addresses common challenges in client interactions for CPA firms, discovering key functionalities that lead to quicker form signing and an enhanced overall client experience


• Evaluate practical approaches and best practices for integrating the SafeSend suite, enabling CPA firms to reduce client frustration, expedite form signing, secure document transfer, and provide a user-friendly journey throughout the tax process