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
The IRS e-file Signature Authorization Form 8879 is a document firms need from every client to file their taxes. In an age of instant fulfillment where even groceries can be ordered with same-day delivery, … 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®, 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
Tax season can feel overwhelming. However, “Abandon ship!” is not what you want to hear from your staff during the busiest time of the year. What’s the answer to an admin staff drowning … 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
The move to a paperless environment and electronic signature solutions in accounting firms has been steady, like the drip of a leaky faucet. Enter the COVID-19 pandemic. Literally overnight that drip became more … Read More
