Firms that focus on providing a great client experience find that in addition to happier clients and staff, their business grows as well. Bolstering the client experience by reinforcing the relationship that is established … Read More
In the age of technology and e-filing, why is paper still a tax preparation standard in some firms? When systems and procedures have been around forever, it can be hard to embrace change. … Read More
When preparing for the tax year ahead, consider these four factors for a streamlined workflow in your firm. Increase the effectiveness of your staff as well as the satisfaction of your clients.
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SafeSend has introduced SafeSend Extensions, allowing tax and accounting firms to digitally send their clients an extension package in less than three minutes. SafeSend Extensions automates the delivery of documents for review, collects … Read More
