This webinar will be held on Thursday, September 19, 2024 at 1:00pm ET
Sponsor: SafeSend
Duration/CPE: 1 Hour
In this session, 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.
Learning Objectives:
- Understanding how integrations between tax technology software works, what purpose they serve, and how simple they are to use.
- Learn how to consolidate your firm’s tech stack by eliminating unnecessary logos and adopting comprehensive solutions.
- Discover ways to better prepare your firm for staffing issues, elevating remote staff workflows, and boost your firm appeal to the next generation of tax professionals.
- Gain a better understanding of how emerging AI technology in the tax and accounting profession can assist staff, and how it may look in a modern software solution, like SafeSend One.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Tax and 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:
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 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.
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Tags: Accounting, Auditing, Firm Management
