View and Register for Current CPE Sessions

In this conversation, Firm Leaders will share how they use solutions to reduce manual work, streamline workpaper preparation, improve client experience, and create a more efficient workflow.

As firms face staffing challenges and increasing client expectations, automation can help teams do more with the resources they already have. This session will highlight how AI-Powered Automation tools support firm growth by reducing staff burden, improving productivity, auto-verifying OCR data, and freeing tax professionals to focus on higher-value client work.

Tech-forward accounting firms aren’t just keeping up, they’re pulling ahead. By embracing affordable automation tools, consolidating tax and accounting workflows, and adopting the latest technology, these firms are unlocking efficiencies that reduce costs and free up time.

This practical webinar helps tax and accounting professionals make sense of what worked—and what didn't—during busy season. You'll identify key operational and workflow challenges, translate lessons learned into actionable improvements, and set the stage for a more efficient, less stressful 2027 busy season.

Learn how a large Midwest Top 100 CPA and business consulting firm eliminated manual tasks, streamlined tax season, and expanded its business with the help of APIs from SafeSend.