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ENG21LL26 - ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE)

Jul 28, 2021 1:25pm ‐ Jul 28, 2021 1:50pm

Standard: $49.00


Clients expect you to deliver your services in a way that is convenient, collaborative, and safe during these challenging times. Explore how automation is transforming the tax engagement, with a focus on digital, fillable client organizers, 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. Meet the SafeSend Suite and see how it helps automate your tax process.


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