Join SafeSend co-founders Steve Dusablon, Chief Innovation Officer, and Andrew Hatfield, Chief Growth Officer, as they share the journey of the evolving tax organizer and define a new way to get your firm and clients tax ready! Learn how using digital, fillable client organizers, file exchange, document request lists (DRL), and other front-end gathering tools within the SafeSend Suite is a smart technology investment.

See how to expand functionality around the gathering of source documents, how to use custom questionnaires, streamlined organizers, document request checklists, and see how data flow directly into your tax preparation software through integrations and APIs.

Firms know the frustration around getting clients to complete a long client organizer, especially when much of the information does not apply. It’s time to discover a new way of getting the information you need as a tax preparer to complete the return. Join SafeSend as we share ways to help your firm get tax ready and solve pain points around client organizers and source document gathering in the tax workflow process.

Learning Objectives:

• List the common points of frustration for firms and clients throughout the tax engagement


• Recognize the new technological advances that are automating tax practices


• Identify automation solutions that were built specifically for the tax and accounting profession


• Evaluate how to develop a client-centric approach for tax engagements and improve client collaboration