Firm Management
Webinar: Tax Firm Innovation: Assessing and Enhancing Your Current Processes
With so many new features, automation technologies and firm modernizations coming out in 2024, Tax & Accounting professionals have a lot to keep up with. Join SafeSend for an informative webinar where we press pause on all these notifications and break it down.
Jun. 12, 2024
This webinar was held on Tuesday, July 9, 2024 at 1:00pm ET
Sponsor: SafeSend
Duration: 1 Hour
With so many new features, automation technologies and firm modernizations coming out in 2024, Tax & Accounting professionals have a lot to keep up with. Join SafeSend for an informative webinar where we press pause on all these notifications and break it down. We’ll be discussing how in-office and remote staff can boost their efficiency, what AI advances are doing for tax technology and examples of what they might look like, how integrations can elevate firm workloads, and digging down into tech stacks.
Whether your firm is looking to simply keep up, focus on growth, or prep for succession, don’t miss how we simplify these hot topics and new technologies. Walk away feeling equipped for what’s next.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Steven Lyon is the Lead Product Marketer at SafeSend with over a decade of experience in tax return delivery software. He is a respected professional known for his expertise and has demonstrated a strong track record of success in contributing significantly to his company’s achievements. Steven’s dedication to his work and his team have earned him the respect of his colleagues and peers. A proud Army veteran, Steven is based in Meridian, Idaho, and continues to drive innovation and excellence in his field, delivering exceptional results for his company and clients.
Moderated by:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Special thanks to our sponsor for supporting this educational session:
SafeSend is a powerful tax workflow automation platform that automates the manual, labor-intensive tasks at each step of the tax engagement for individual and entity returns: engagement letters, client organizers, extensions, plus assembly, delivery, and e-signing of the prepared tax return package, and so much more.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.