With extension season underway, firms are working hard to meet the 9/16 and 10/15 deadlines. This seasonal workload can lead to a work pile up: clients and staff struggle to gather source documents, collect digital organizers, assemble and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees.
Learn how to eliminate this bottleneck by adopting tax automation software for your firm, while providing an unrivaled client experience. SafeSend offers a straightforward, easy-to-use interface with tools that will turn extension season stress into peace of mind for your staff and clients.
Learning Objectives:
SafeSend
Senior Product Enthusiast
joe.wroblewski@safesend.com
(800) 716-2558
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.
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