In this presentation, we’ll talk about the SafeSend Suite and how a secure, intuitive, and guided online tax engagement experience for clients can elevate your firm’s image, fortify your relationship, and make staff and clients smile. We’ll look at outdated, manual tasks that cause frustration and exhaustion and discuss how to best approach new automation tools and extinguish burnout. We’ll explore what does and doesn’t work for tax professionals and review the benefits of using a suite of automation solutions built specifically for tax and accounting firms.