This webinar will examine various options for collecting e-signatures on various documents commonly included with a tax package. We’ll explore what does and doesn’t work for tax professionals and review the benefits of using a solution built specifically for tax and accounting firms. The height of tax season is when firms feel the impact of inefficient processes that haven’t been updated in years. The frustration of a missing spouse email address, a shared email address between taxpayer and spouse, e-signature requests that go to SPAM, or the taxpayer that can’t answer KBA questions to authenticate—only to be dropped out of the process—is exhausting. Sound familiar?

The good news is you can reduce frustration for your firm and your client. This webinar will talk about SafeSend Returns, 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, fortify your relationship, and reduce frustration for everyone.

Learning Objectives:

• Recognize the common points of frustration for firms and clients throughout the tax package e-signing process


• Recall the new technological advances that are automating tax practices
  


• Identify tax package e-sign solutions that were built specifically for the tax and accounting profession


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