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Automation Solutions Help Firms Get Tax Ready

The days get shorter, the nights cooler, and the focus turns to gathering client information for tax and accounting professionals. Tax automation solutions that help firms—and their clients—get tax ready have improved significantly since … Read More

Tax Organizer Client Experience Success Stories

SafeSend Organizers™ automates the tax organizer experience for firms and their clients by creating a fillable document clients can complete and return digitally. Just like sliced bread changed the way sandwiches were made, … Read More