Providing the best possible service to their clients is a top priority for firms of all sizes. What constitutes a best-in-class tax client experience and how can firms deliver quality service consistently and at … Read More
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
SafeSend®, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, has released new product features across the SafeSend Suite®, further enhancing the experience for both … Read More
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
SafeSend®, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, reported a record number of engagement letters, 1040 tax organizers, source documents, completed tax returns, … Read More
Anticipating busy season, accounting firms spend time preparing and printing engagement letters and client organizers. Gathering the information and signed documentation required to prepare taxes is an important and necessary step which often … 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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