SafeSend & Thomson Reuters Tax Automation | SafeSend Suite | SafeSend

Описание: Learn about the SafeSend automation journey from a Thomson Reuters firm’s point of view as Andrew Hatfield, SafeSend Co-founder and Chief Growth Officer, discusses the workflows and hurdles of paper-based processes and how automating tasks in a digital environment standardizes them.

Listen as Hatfield describes the role SafeSend plays in the data collection or ‘tax ready’ phase of the tax process. From engagement letters and client organizers to document request lists and source documents, the SafeSend Suite automates the gathering stage of the tax engagement increasing firm efficiency.

Hatfield identifies the common workflow hurdles and staffing issues firms experience. “It’s like death by a thousand workflows,” said Hatfield. He points out the technological advances and automation solutions SafeSend has specifically built to address these workflow issues. “I'd say today SafeSend has the best delivery system in the market. That's by solving thousands of little workflows along the way.”

Listen to Chris Papin and Whitney Kisner of Papin CPA as they relay their firsthand experience of adopting the SafeSend Suite® tax technology solution. Papin shares how his firm has streamlined processes, embraced the automated client reminders, tracking, and payment links with SafeSend. These automation solutions empower their clients to click and pay directly.

“When you're utilizing a product where you can send organizers, engagement letters, returns, e-files, and it puts it all in one spot, the client gets used to it and it makes their experience stellar,” said Papin.

The powerful tax automation solution of the SafeSend Suite replaces multiple solutions and streamlines the tax engagement process. Schedule a demo and learn how the SafeSend Suite tax preparation automation can enhance the tax engagement for your firm AND your clients.

Schedule a demo: https://safesend.com/demo/
SafeSend Website: https://safesend.com/

TIMESTAMPS
00:44 Andrew Hatfield bio
00:51 SafeSend history and partnership with Thomson Reuters
03:25 Three pieces of automating the tax process
04:38 Finish and file, the last mile of tax prep
09:57 Partnership and integration, APIs, sharing information for seamless data flow
11:27 SafeSend Suite ecosystem, the tax engagement life cycle
19:28 Chris Papin and Whitney Kisner of Papin CPA, PLLC