SafeSend Suite and KBCA: Case Study
Inefficiencies in the final stretch of tax prep fanned the flame of desire for a more streamlined tax preparation workflow for Scott Gasquoine, Partner at KBCA LLC. He was tired of the constant trading … Read More
How to get Buy-In from Partners on Tax Workflow Software Decisions
Firms seeking to prioritize efficiency, cost-effectiveness, and security will benefit greatly by adopting tax workflow software that provides automation technology, positioning them for success as well as demonstrating their forward-thinking commitment to clients. When … Read More
How to Get IRS Form 8879 Back in Less than a Day
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 Reports Record Platform Usage as Firms Embrace Automation
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
Pitch Paper and Make Tax Workflow Automation Wishes a Reality
Paper processes are tedious and inefficient. As a result, tax workflow automation has become an increasingly popular solution for tax and accounting firms. Many of the manual steps traditionally associated with preparing and … Read More
Hiring Tax and Accounting Interns Who Know Tech
Many tax and accounting firms are investing in software and other tools to optimize their processes. When staffing up for busy season, firms can benefit greatly from having interns who understand the latest … Read More
Two Top Solutions That Help Firms Prepare for Busy Season Accounting Work
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
5 Funny Reasons Firms Still Use Paper in Their Tax Preparation
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
Top 4 Factors for Firms to Consider for a Streamlined Workflow
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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