SafeSend, the leading provider of automation technology for tax and accounting firms, reported an 83% year-over-year product usage growth. Boosted by increased firm and client adoption, additional features within the SafeSend Suite reported massive … Read More
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
Hot topics in 2024 will revolve around artificial intelligence (AI), e-sign to e-file, vendor relations, and an increased focus on the firm-client relationship through remote experiences. Both firms and vendors will be looking for … 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
