Accounting
[CPE] Balancing Automation and Personal Connection in this Digital Era
Striking the right balance between automation and personal connection is key to delivering great client service.
Sep. 19, 2024
This webinar will be held on Tuesday, October 22, 2024 at 1:00pm ET
Sponsor: SafeSend
Duration: 1 Hour
Join our upcoming webinar “Balancing Automation and Personal Connection,” where Joe Wroblewski, Senior Sales Engineer at SafeSend, tackles a common misconception — that automation, especially in tax software, results in a cold, impersonal experience. Too often, what’s seen as the “white-glove” service is actually just inefficiency disguised as personalization. Things like repetitive emails and letters that could easily be automated. Let’s dive into how you can streamline processes without losing the personal touch.
Joe Wroblewski will explore how strategic use of automation can enhance client interactions rather than detract from them. By automating routine tasks, professionals can free up valuable time to focus on more meaningful and personalized client engagements. This approach not only improves efficiency but also fosters stronger client relationships, leading to increased referrals, enhanced prestige, and a higher return on investment. Join us to learn how to leverage automation to complement and elevate your client service, ensuring a balance that drives both operational excellence and personal touch.
Learning Objectives:
- Understand the Impact of Automation on Client Service: Learn how automation in tax software can enhance, rather than diminish, the quality of client interactions and overall service delivery.
- Identify Inefficiencies in Current Personalization Practices: Discover common inefficiencies in traditional methods of personalization, such as routine emails and letters, and how automation can streamline these processes.
- Implement Strategic Automation to Free Up Time: Gain practical insights into how automating routine tasks can create more opportunities for meaningful, personalized client engagements.
Leverage Automation for Improved Client Relationships and ROI: Explore strategies to use automation effectively to build stronger client relationships, increase referrals, and achieve a higher return on investment.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Tax/Accounting |
| 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:
Joe Wroblewski is a Senior Product Enthusiast with more than eight years of experience working in tax and accounting technology. He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact in their firms using the SafeSend Suite. Since 2012, he has held many roles at SafeSend, but most enjoys helping firms design workflows that best complement their specific needs.
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 offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience. SafeSend One™, the end-to-end solution that automates the entire tax process, is a secure and easy-to-use product that includes over 300 features, encompassing engagement letters, file transfers, organizers, e-signatures, and tax return assembly and delivery, now with a new and innovative AI-driven gathering capability. From gathering to delivery, SafeSend One offers firms an all-in-one solution to provide an unrivaled client experience.
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.