Find Relief from Tax & Accounting Stress with the SafeSend Suite?
Reduce stress by addressing the factors you can control. You can experience tax and accounting stress relief when you automate manual tasks with the SafeSend Suite.
The Top Three Issues to Address
Pressure may build as filing deadlines approach, but there are three issues that contribute the most to tax and accounting stress. Over 80 percent of respondents to a survey in CPATrendlines said IRS operations was the biggest problem. Staffing was the next biggest issue according to 43.6 percent of those surveyed. Just over 40 percent of those responding said late or unprepared clients was one of the big issues facing the tax and accounting profession.
Leading Issue: IRS Operations
The biggest problem facing the IRS is the backlog of millions of paper returns still waiting to be processed. Over 240 million federal tax returns were filed in 2021, and almost 24 million still await processing. Even though that is only 10 percent of all returns filed, it’s still an enormous number of returns.
Fixing the IRS won’t happen overnight. However, your firm may already be helping reduce the paper backlog by submitting as many of your clients’ tax returns electronically as possible. In order to e-file, there are a significant number of client touchpoints throughout the tax engagement. The processes around gathering e-signatures as well as assembling & delivering can be cumbersome and time-consuming. Automating these touchpoints – which often become pain points – can bring relief from some of the tax and accounting stress associated with these procedures. The SafeSend Suite addresses all of these touchpoints, relieving stress and streamlining processes.
SafeSend Returns?, the core of the SafeSend Suite, uses automation to collate and assemble the digital tax return. Knowledge-based authentication (KBA) is used to grant clients access to their return, so there are no usernames or passwords to remember (or forget!). The simple, intuitive client interface guides clients step-by-step through the review and e-sign process.
Another Stressor: Staffing Issues
Reduced staffing puts added stress on everyone else in the workplace. When there are fewer hands to do the work, expectations – and stress levels – rise. Tax and accounting firms are still feeling the impact of the great resignation.?
The SafeSend Suite is a workflow automation platform that automates so many of the challenges firms face year-round around manual tasks like mailing out engagement letters and client organizers, delivering tax returns, and filing extensions. These crucial functions, and many more, consume a lot of time but they don’t have to. At the core of SafeSend Suite, award-winning SafeSend Returns automates the assembly and delivery of prepared tax returns, reducing a tedious process to mere minutes.
“I deliver a return in about 60 seconds with SafeSend Returns. Love it! Client response rate is high as well.” – @JasonKingCPA
The Third Issue: Unprepared Clients
Banish the nightmares of the unprepared clients and help them go from infamous to fabulous with SafeSend Organizers?. Part of the SafeSend Suite, this solution was created at the request of our customers and converts static PDF organizers from your tax compliance software to a fillable form that can be sent directly to clients with the option to include engagement letters.
Clients sign the engagement letter, fill out the organizer electronically, upload source documents and return the completed organizer. Hours of printing, assembling, and mailing organizers to clients is eliminated and there’s no need for clients to print hundreds of pages of a PDF out in order to complete the organizer and mail it back.
“We have used SafeSend Returns for about 3 years and SafeSend Organizers for 1 year. We love it.” – Susan Flynn, EA, Director of Operations, Gallagher, Flintoff & Klein CPA
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Touchpoints Across the Tax Engagement Easily Automated
Less stress means less burnout and a healthier lifestyle for firm staff. When workflow is streamlined and client touchpoints are automated, stress levels decrease. Creating a better work-life balance can be an important factor in retaining staff.
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Ease the Burden to Address Staffing Burnout
Addressing common pain points with the workflow automation platform in the SafeSend Suite helps staff reclaim time that would normally be spent on very manual, time-consuming processes. Grouped returns can be sent with SafeSend Returns and engagement letters can be included in client organizers with SafeSend Organizers or sent through SafeSend Signatures?. Imagine the time that could be focused on other professional projects when these processes are automated, providing tax and accounting stress relief.
“Using SafeSend Signatures, half of our engagement letters were e-signed and returned within 24 hours.” – Spencer Powers-Ackley, Curtis L. Powers-Ackley, PC
Providing Clients a Streamlined and Familiar Experience
Clients experience a smooth, simple, guided experience across the tax engagement with the SafeSend Suite. The step-by-step process is branded with your firm’s information, so it is familiar to clients. The process is sophisticated but simple and elevates the client experience.
“Using SafeSend Returns was such a great experience. I was so happy with how it went that I wrote a letter to my accountant saying that I liked the new SafeSend package and hoped it’s a permanent thing.” – Jerry Archer, President of Archer Sign Corp, client of 415 Group
Automated Reminders and Tracking
The tracking feature ensures that you know whether a return was e-signed or, in the case of multiple signers, if one has signed and the other(s) haven’t. The reporting feature allows easy management of delivered and archived returns as well as the ability to check K-1 status. Reports can be tailored to your needs by applying filters reports can be exported as an Excel spreadsheet.
Reminder information is readily available so information showing scheduled and delivered voucher reminder emails is at your fingertips. The automated reminders within SafeSend Returns save admins from spending hours on the phone or manually sending email reminders.?
“SafeSend Returns covers it all: assembly, delivery, electronic signing, and payment reminder emails. It’s AWESOME!” – Tianna Lovato, Aldrich Services, LLP
Schedule a demo of this workflow automation platform and see how you can reduce tax and accounting stress using the automated tools in the SafeSend Suite.
About the SafeSend Suite??
The SafeSend Suite platform offers powerful functionality to tax and accounting professionals to address every client touch point across the tax engagement. Automate the manual tasks often associated with the back and forth of client communication through each season of the tax year!
At the core of the suite, SafeSend Returns is a multi-year winner of the CPA Practice Advisor Technology Innovation Award. SafeSend Returns eliminates the manual, labor-intensive elements many tax departments experience producing client-ready tax returns.
Visit the SafeSend Suite page of our website to learn more about automating your tax engagement workflow and schedule a demo!