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Empower Your Staff During an Accountant Shortage with Tax Technology

Finding it hard to breathe a sigh of relief even though the October 15 deadline has passed? The accountant shortage is impacting firms and the profession is still facing staffing challenges. Tax technology solutions in the SafeSend Suite can empower your staff with the tools to increase efficiency. They’ll be thankful to get some time back in their busy day.

Firms Feel the Staffing Challenge

When it comes to staffing, the lack of candidates puts added weight on your current staff because, short-staffed or not, tax returns still need to be completed and filed.

There are tasks requiring attention that are labor intensive such as:

· Mailing out client organizers

· Reminder calls for unreturned documents

· Scanning returned documents

· Tracking down unsigned e-file forms

While crucial to the tax engagement process, they consume a lot of time when done manually. More than ever, your current processes need to be assessed in order to accurately forecast your needs and make necessary improvements. Tax technology and automation solutions are available to help address the accountant shortage and set your firm up for success as the next busy season approaches.

Workflow Efficiency Improved with Tax Technology

Tax technology automation unlocks the door for your firm to thrive amid staffing challenges. Time historically spent on manual tasks can be reduced, giving more time back to your current staff and allowing them to focus on other projects.

One solution trusted by 60 percent of the Top 400 firms offers powerful functionality to tax and accounting professionals - the SafeSend Suite. Your firm can save time and mitigate security risks when every client touch point across the tax engagement is automated. Reducing the hours spent on essential yet time-consuming tasks means your staff can accomplish more in less time.

Historically, printing and sending client organizers and engagement letters has monopolized a lot of firm time. Examples of automated solutions that simplify and streamline the gathering of information necessary for completing the tax return: digital, fillable organizers and securely collected source documents. SafeSend Organizers converts static PDF organizers from your tax compliance software to a fillable form that can be sent directly to clients. Admins can say goodbye to hours on the phone or sending email reminders when the batch reminder option within SafeSend Organizers sends reminders automatically; and the status of each organizer is always current with the document tracking and reporting feature.

When you include engagement letters with the SafeSend Organizer package, another manual task is eliminated. Automated tax technology allows clients to sign the engagement letter as one of the steps in the intuitive, guided process.

Gone are the days of sorting through and scanning shoeboxes of receipts and documents when clients fill out the organizer electronically and upload source documents as a part of the SafeSend Organizers package.

Saving Time Empowers Staff; Saving Money Benefits Your Firm

Reduce manual, labor-intensive elements that so many in the profession experience producing client-ready tax returns. The last mile of the tax engagement takes just minutes by automating assembly and delivery of the completed tax package with SafeSend Returns, a multi-year winner of the CPA Practice Advisor Technology Innovation Award. Reminders and tracking are automated as well so staff spends less time following up with clients. There is no lengthy, complicated implementation, so your firm can be up and running with SafeSend Returns within hours, giving precious time back to your staff.

The tax technology solutions available in the SafeSend Suite empowers the staff you have by taking the manual labor out of assembling, delivering, collecting e-signatures, sending reminders, providing payment vouchers, reporting and tracking on client activity, and K-1 distribution of business and trust returns. Clients appreciate the ease of reviewing and signing documents with an intuitive process that is straightforward and familiar throughout every step of the tax engagement. The freedom to utilize their desktop, tablet, or mobile device is a convenience they’ll love!

You can help your firm thrive amid accountant shortages and staffing challenges when you replace manual tasks with tax technology in the SafeSend Suite that saves your staff time and saves your firm money.

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable.

SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. Visit to learn more about our digital solutions.



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